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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 | $36,356 | $58,627-38.0% | $76,735-52.6% | $82,448-55.9% |
| Participation rate | 83.3% | 63.2%+20.1pp | 69.5%+13.8pp | 68.1%+15.3pp |
| Annual return | 0.00% | 39.10%-39.1pp | 29.77%-29.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,117 | $3,134+95.2% | $4,088+49.6% | $4,139+47.8% |
| Admin fee / account holder | $9,350 | $5,323+75.7% | $7,189+30.0% | $7,234+29.2% |