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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 | $9,438 | $58,311-83.8% | $81,882-88.5% | $80,959-88.3% |
| Participation rate | 81.4% | 63.5%+17.9pp | 72.4%+9.0pp | 67.7%+13.7pp |
| Annual return | 12.70% | 41.85%-29.1pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,919 | $3,287-11.2% | $4,323-32.5% | $4,300-32.1% |
| Admin fee / account holder | $795 | $4,752-83.3% | $7,360-89.2% | $6,925-88.5% |