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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 | $132,920 | $65,712+102.3% | $57,196+132.4% | $273,972-51.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.25% | 22.01%-15.8pp | 14.59%-8.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,900 | $3,782+82.5% | $3,096+122.9% | $5,287+30.5% |
| Admin fee / account holder | $3,197 | $4,838-33.9% | $3,141+1.8% | $10,133-68.5% |