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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 | $13,803 | $81,358-83.0% | $155,556-91.1% | $80,959-83.0% |
| Participation rate | 81.1% | 66.3%+14.8pp | 78.2%+2.9pp | 67.7%+13.4pp |
| Annual return | 12.91% | 33.39%-20.5pp | 64.84%-51.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,597 | $3,455-53.8% | $5,631-71.6% | $4,300-62.9% |
| Admin fee / account holder | $4,389 | $7,994-45.1% | $15,885-72.4% | $6,925-36.6% |