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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 | $102,245-92.0% | $89,340-90.8% | $137,256-94.0% |
| Participation rate | 95.5% | 74.9%+20.6pp | 69.6%+25.9pp | 80.0%+15.5pp |
| Annual return | 16.20% | 21.89%-5.7pp | 20.57%-4.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,498 | $4,436-43.7% | $3,823-34.7% | $6,407-61.0% |
| Admin fee / account holder | $336 | $8,085-95.8% | $6,704-95.0% | $12,270-97.3% |