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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 | $46,275 | $73,787-37.3% | $98,716-53.1% | $82,448-43.9% |
| Participation rate | 79.2% | 61.4%+17.8pp | 69.3%+10.0pp | 68.1%+11.2pp |
| Annual return | 18.06% | 18.57%-0.5pp | 31.81%-13.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,045 | $3,081-1.2% | $4,048-24.8% | $4,139-26.4% |
| Admin fee / account holder | $6,770 | $6,500+4.2% | $8,703-22.2% | $7,234-6.4% |