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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 | $9,913 | $75,541-86.9% | $152,093-93.5% | $82,637-88.0% |
| Participation rate | 86.0% | 66.5%+19.5pp | 77.8%+8.2pp | 68.1%+17.9pp |
| Annual return | 18.48% | 32.56%-14.1pp | 66.36%-47.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,658 | $3,206-17.1% | $5,451-51.2% | $4,126-35.6% |
| Admin fee / account holder | $335 | $6,405-94.8% | $14,497-97.7% | $7,339-95.4% |