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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 | $21,161 | $84,953-75.1% | $163,379-87.0% | $82,637-74.4% |
| Participation rate | 85.7% | 65.9%+19.8pp | 76.8%+8.9pp | 68.1%+17.7pp |
| Annual return | 15.75% | 23.07%-7.3pp | 63.41%-47.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,126 | $4,326-27.7% | $6,282-50.2% | $4,126-24.2% |
| Admin fee / account holder | $1,989 | $7,921-74.9% | $9,818-79.7% | $7,339-72.9% |