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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 | $39,343 | $72,486-45.7% | $87,103-54.8% | $72,976-46.1% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.9%-2.4pp | 69.5%+5.0pp |
| Annual return | 19.40% | 24.46%-5.1pp | 28.19%-8.8pp | 81.02%-61.6pp |
| Employer contribution / active EE | $1 | $1,894-99.9% | $2,521-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $2,601 | $3,270-20.4% | $4,049-35.8% | $3,608-27.9% |
| Admin fee / account holder | $6,358 | $5,055+25.8% | $7,491-15.1% | $5,124+24.1% |