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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 | $39,986 | $101,795-60.7% | $165,100-75.8% | $80,959-50.6% |
| Participation rate | 93.0% | 71.8%+21.2pp | 78.6%+14.4pp | 67.7%+25.4pp |
| Annual return | 14.71% | 16.73%-2.0pp | 70.21%-55.5pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,401 | $4,476+43.0% | $6,035+6.1% | $4,300+48.9% |
| Admin fee / account holder | $3,006 | $8,221-63.4% | $12,696-76.3% | $6,925-56.6% |