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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 | $41,328 | $102,609-59.7% | $98,090-57.9% | $138,895-70.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.20% | 36.44%-17.2pp | 37.05%-17.8pp | 145.39%-126.2pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,579 | $8,167+66.3% | $7,845+73.1% | $6,396+112.3% |
| Admin fee / account holder | $440 | $11,434-96.2% | $11,815-96.3% | $12,562-96.5% |