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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 | $17,165 | $76,407-77.5% | $150,298-88.6% | $82,448-79.2% |
| Participation rate | 97.7% | 66.4%+31.3pp | 77.8%+19.9pp | 68.1%+29.6pp |
| Annual return | 17.43% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,220 | $3,214+0.2% | $5,453-41.0% | $4,139-22.2% |
| Admin fee / account holder | $2,305 | $6,352-63.7% | $14,116-83.7% | $7,234-68.1% |