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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 | $124,980-48.5% | $108,359-40.6% | $154,746-58.4% |
| Participation rate | 87.0% | 75.2%+11.8pp | 70.1%+16.8pp | 80.7%+6.3pp |
| Annual return | 13.54% | 45.00%-31.5pp | 36.89%-23.4pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,683 | $4,743+19.8% | $4,137+37.4% | $6,730-15.6% |
| Admin fee / account holder | $1,423 | $11,502-87.6% | $9,741-85.4% | $14,365-90.1% |