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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 | $17,917 | $54,757-67.3% | $90,300-80.2% | $72,983-75.5% |
| Participation rate | 75.0% | 65.1%+9.9pp | 73.3%+1.7pp | 69.5%+5.5pp |
| Annual return | 32.47% | 30.63%+1.8pp | 78.11%-45.6pp | 81.01%-48.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,577 | $2,887+127.8% | $3,884+69.3% | $3,608+82.3% |
| Admin fee / account holder | $1,075 | $3,972-72.9% | $5,353-79.9% | $5,124-79.0% |