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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 | $54,894 | $69,273-20.8% | $90,796-39.5% | $82,637-33.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 14.39% | 18.37%-4.0pp | 19.29%-4.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,091 | $3,047+34.2% | $3,822+7.0% | $4,126-0.9% |
| Admin fee / account holder | $3,200 | $5,511-41.9% | $7,024-54.4% | $7,339-56.4% |