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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 | $35,629 | $63,845-44.2% | $81,370-56.2% | $80,959-56.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 14.51% | 16.37%-1.9pp | 24.85%-10.3pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,334 | $3,093-24.5% | $3,885-39.9% | $4,300-45.7% |
| Admin fee / account holder | $7,780 | $5,688+36.8% | $5,749+35.3% | $6,925+12.3% |