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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 | $41,291 | $60,349-31.6% | $74,184-44.3% | $62,881-34.3% |
| Participation rate | 96.9% | 72.7%+24.1pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 9.11% | 21.38%-12.3pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,627 | $2,856-8.0% | $3,550-26.0% | $3,203-18.0% |
| Admin fee / account holder | $1,754 | $4,261-58.8% | $5,586-68.6% | $4,296-59.2% |