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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,228 | $77,962+41.4% | $178,540-38.3% | $80,935+36.2% |
| Participation rate | 80.0% | 65.7%+14.3pp | 77.1%+2.9pp | 67.7%+12.3pp |
| Annual return | 11.47% | 18.10%-6.6pp | 27.15%-15.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,048 | $4,404-8.1% | $6,281-35.5% | $4,299-5.8% |
| Admin fee / account holder | $857 | $7,156-88.0% | $10,424-91.8% | $6,924-87.6% |