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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 | $32,197 | $72,269-55.4% | $101,271-68.2% | $79,852-59.7% |
| Participation rate | 75.8% | 68.5%+7.3pp | 75.8%0pp | 69.6%+6.2pp |
| Annual return | 10.99% | 22.29%-11.3pp | 46.48%-35.5pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,104 | $3,282-35.9% | $4,371-51.9% | $3,740-43.7% |
| Admin fee / account holder | $1,203 | $4,401-72.7% | $5,948-79.8% | $5,306-77.3% |