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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 | $36,963 | $58,493-36.8% | $84,021-56.0% | $72,975-49.3% |
| Participation rate | 94.1% | 61.2%+32.9pp | 69.0%+25.1pp | 69.5%+24.6pp |
| Annual return | 21.28% | 28.93%-7.7pp | 71.32%-50.0pp | 81.01%-59.7pp |
| Employer contribution / active EE | $5 | $1,163-99.6% | $1,984-99.8% | $2,440-99.8% |
| Participant deferral / active EE | $4,213 | $2,394+76.0% | $3,239+30.1% | $3,608+16.8% |
| Admin fee / account holder | $413 | $4,569-91.0% | $6,102-93.2% | $5,124-91.9% |