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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 | $34,939 | $102,609-65.9% | $98,090-64.4% | $138,895-74.8% |
| Participation rate | 87.5% | 82.8%+4.7pp | 81.5%+6.0pp | 79.9%+7.6pp |
| Annual return | 18.49% | 36.44%-17.9pp | 37.05%-18.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $46 | $3,867-98.8% | $3,606-98.7% | $4,194-98.9% |
| Participant deferral / active EE | $2,577 | $8,167-68.4% | $7,845-67.1% | $6,396-59.7% |
| Admin fee / account holder | $500 | $11,434-95.6% | $11,815-95.8% | $12,562-96.0% |