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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 | $43,213 | $67,602-36.1% | $82,312-47.5% | $70,126-38.4% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.9%+18.0pp | 69.5%+25.3pp |
| Annual return | 15.00% | 21.57%-6.6pp | 25.88%-10.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,187 | $2,987-26.8% | $3,706-41.0% | $3,332-34.4% |
| Admin fee / account holder | $1,212 | $4,512-73.1% | $5,608-78.4% | $4,645-73.9% |