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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 | $8,214 | $103,164-92.0% | $90,259-90.9% | $154,746-94.7% |
| Participation rate | 95.5% | 76.1%+19.4pp | 70.7%+24.7pp | 80.7%+14.8pp |
| Annual return | 16.20% | 19.25%-3.1pp | 18.88%-2.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,498 | $4,422-43.5% | $3,827-34.7% | $6,730-62.9% |
| Admin fee / account holder | $336 | $8,593-96.1% | $7,267-95.4% | $14,365-97.7% |