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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 | $32,804 | $84,953-61.4% | $163,379-79.9% | $82,637-60.3% |
| Participation rate | 85.1% | 65.9%+19.2pp | 76.8%+8.3pp | 68.1%+17.1pp |
| Annual return | 28.26% | 23.07%+5.2pp | 63.41%-35.1pp | 53.51%-25.2pp |
| Employer contribution / active EE | $36 | $2,183-98.3% | $3,752-99.0% | $2,552-98.6% |
| Participant deferral / active EE | $9,253 | $4,326+113.9% | $6,282+47.3% | $4,126+124.3% |
| Admin fee / account holder | $4,806 | $7,921-39.3% | $9,818-51.0% | $7,339-34.5% |