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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 | $40,938 | $32,037+27.8% | $69,182-40.8% | $62,881-34.9% |
| Participation rate | 90.5% | 43.4%+47.1pp | 55.1%+35.4pp | 69.3%+21.2pp |
| Annual return | 4.87% | 15.16%-10.3pp | -21.93%+26.8pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,633 | $1,185+122.1% | $1,897+38.8% | $3,203-17.8% |
| Admin fee / account holder | $1,269 | $2,608-51.3% | $2,697-52.9% | $4,296-70.4% |