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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 | $64,406 | $112,729-42.9% | $98,716-34.8% | $137,256-53.1% |
| Participation rate | 87.0% | 74.2%+12.7pp | 69.3%+17.7pp | 80.0%+7.0pp |
| Annual return | 13.54% | 38.48%-24.9pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,683 | $4,640+22.5% | $4,048+40.4% | $6,407-11.3% |
| Admin fee / account holder | $1,423 | $10,129-86.0% | $8,703-83.7% | $12,270-88.4% |