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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 | $39,273 | $86,922-54.8% | $102,438-61.7% | $80,874-51.4% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.6pp |
| Annual return | 12.44% | 18.90%-6.5pp | 29.37%-16.9pp | 35.62%-23.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,110 | $4,119-48.8% | $5,054-58.3% | $4,297-50.9% |
| Admin fee / account holder | $3,000 | $8,050-62.7% | $9,448-68.2% | $6,935-56.7% |