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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 | $70,441 | $93,346-24.5% | $71,796-1.9% | $273,972-74.3% |
| Participation rate | 73.7% | 76.5%-2.8pp | 69.1%+4.6pp | 83.0%-9.3pp |
| Annual return | 10.73% | 130.39%-119.7pp | 78.04%-67.3pp | 41.46%-30.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,740 | $3,475-49.9% | $2,794-37.7% | $5,287-67.1% |
| Admin fee / account holder | $3,968 | $6,571-39.6% | $4,815-17.6% | $10,133-60.8% |