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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 | $23,689 | $71,215-66.7% | $93,696-74.7% | $80,935-70.7% |
| Participation rate | 74.4% | 60.4%+14.0pp | 68.7%+5.7pp | 67.7%+6.8pp |
| Annual return | 15.10% | 11.27%+3.8pp | 133.74%-118.6pp | 35.66%-20.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,741 | $4,037+17.4% | $4,417+7.3% | $4,299+10.3% |
| Admin fee / account holder | $2,521 | $6,958-63.8% | $8,287-69.6% | $6,924-63.6% |