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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 | $35,100 | $83,485-58.0% | $125,195-72.0% | $72,976-51.9% |
| Participation rate | 72.5% | 73.3%-0.8pp | 79.8%-7.3pp | 69.5%+3.0pp |
| Annual return | 20.05% | 25.77%-5.7pp | 43.79%-23.7pp | 81.02%-61.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,308 | $3,586-35.6% | $4,937-53.2% | $3,608-36.0% |
| Admin fee / account holder | $721 | $5,518-86.9% | $9,704-92.6% | $5,124-85.9% |