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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 | $21,479 | $54,763-60.8% | $90,324-76.2% | $72,976-70.6% |
| Participation rate | 98.3% | 65.2%+33.1pp | 73.3%+25.0pp | 69.5%+28.8pp |
| Annual return | 18.15% | 30.63%-12.5pp | 78.15%-60.0pp | 81.02%-62.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $828 | $2,887-71.3% | $3,885-78.7% | $3,608-77.0% |
| Admin fee / account holder | $1,850 | $3,973-53.4% | $5,356-65.5% | $5,124-63.9% |