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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 | $15,174 | $76,407-80.1% | $150,298-89.9% | $82,448-81.6% |
| Participation rate | 90.1% | 66.4%+23.7pp | 77.8%+12.4pp | 68.1%+22.1pp |
| Annual return | 17.60% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,113 | $3,214-34.2% | $5,453-61.2% | $4,139-48.9% |
| Admin fee / account holder | $1,777 | $6,352-72.0% | $14,116-87.4% | $7,234-75.4% |