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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 | $15,137 | $77,638-80.5% | $156,551-90.3% | $62,881-75.9% |
| Participation rate | 82.8% | 71.2%+11.6pp | 84.0%-1.3pp | 69.3%+13.5pp |
| Annual return | 7.00% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,687 | $3,046-11.8% | $4,871-44.8% | $3,203-16.1% |
| Admin fee / account holder | $746 | $5,561-86.6% | $13,028-94.3% | $4,296-82.6% |