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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 | $41,037 | $95,453-57.0% | $112,040-63.4% | $82,448-50.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.52% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,242 | $4,224-23.2% | $5,098-36.4% | $4,139-21.7% |
| Admin fee / account holder | $4,281 | $9,013-52.5% | $12,098-64.6% | $7,234-40.8% |