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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 | $53,344 | $76,407-30.2% | $150,298-64.5% | $82,448-35.3% |
| Participation rate | 81.5% | 66.4%+15.1pp | 77.8%+3.7pp | 68.1%+13.4pp |
| Annual return | 17.46% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $12 | $2,614-99.5% | $4,154-99.7% | $2,551-99.5% |
| Participant deferral / active EE | $2,339 | $3,214-27.2% | $5,453-57.1% | $4,139-43.5% |
| Admin fee / account holder | $586 | $6,352-90.8% | $14,116-95.8% | $7,234-91.9% |