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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 | $36,840 | $77,638-52.5% | $156,551-76.5% | $62,881-41.4% |
| Participation rate | 75.0% | 71.2%+3.8pp | 84.0%-9.0pp | 69.3%+5.7pp |
| Annual return | 7.23% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,299 | $3,046-24.5% | $4,871-52.8% | $3,203-28.2% |
| Admin fee / account holder | $2,512 | $5,561-54.8% | $13,028-80.7% | $4,296-41.5% |