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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 | $34,239 | $55,713-38.5% | $75,901-54.9% | $72,975-53.1% |
| Participation rate | 82.5% | 61.1%+21.4pp | 69.3%+13.2pp | 69.5%+13.0pp |
| Annual return | 21.47% | 27.60%-6.1pp | 30.76%-9.3pp | 81.01%-59.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,937 | $2,634-26.5% | $3,603-46.2% | $3,608-46.3% |
| Admin fee / account holder | $3,570 | $3,980-10.3% | $5,420-34.1% | $5,124-30.3% |