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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 | $39,118 | $115,931-66.3% | $185,441-78.9% | $86,983-55.0% |
| Participation rate | 84.8% | 73.6%+11.2pp | 80.3%+4.5pp | 69.5%+15.2pp |
| Annual return | 30.31% | 21.47%+8.8pp | 20.16%+10.1pp | 25.83%+4.5pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,325 | $4,551+61.0% | $6,152+19.1% | $4,194+74.7% |
| Admin fee / account holder | $493 | $10,687-95.4% | $17,890-97.2% | $7,856-93.7% |