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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 | $39,118 | $110,137-64.5% | $161,149-75.7% | $82,637-52.7% |
| Participation rate | 84.8% | 72.4%+12.4pp | 78.8%+5.9pp | 68.1%+16.7pp |
| Annual return | 30.31% | 20.69%+9.6pp | 21.16%+9.1pp | 53.51%-23.2pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,325 | $4,575+60.1% | $6,153+19.0% | $4,126+77.5% |
| Admin fee / account holder | $493 | $9,467-94.8% | $15,194-96.8% | $7,339-93.3% |