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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 | $34,774 | $91,198-61.9% | $178,503-80.5% | $79,856-56.5% |
| Participation rate | 90.6% | 69.2%+21.4pp | 81.9%+8.7pp | 69.6%+21.0pp |
| Annual return | 11.25% | 24.20%-12.9pp | 151.12%-139.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $238 | $3,257-92.7% | $5,011-95.2% | $2,471-90.4% |
| Participant deferral / active EE | $2,400 | $3,237-25.9% | $5,202-53.9% | $3,741-35.8% |
| Admin fee / account holder | $24,087 | $6,748+256.9% | $13,987+72.2% | $5,306+353.9% |