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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 | $34,595 | $57,590-39.9% | $86,233-59.9% | $82,448-58.0% |
| Participation rate | 97.0% | 57.9%+39.1pp | 69.0%+28.0pp | 68.1%+28.9pp |
| Annual return | 23.29% | 22.41%+0.9pp | 61.39%-38.1pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,662 | $3,080+148.8% | $4,559+68.1% | $4,139+85.1% |
| Admin fee / account holder | $685 | $4,730-85.5% | $8,342-91.8% | $7,234-90.5% |