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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 | $14,747 | $48,011-69.3% | $63,803-76.9% | $82,637-82.2% |
| Participation rate | 83.9% | 66.6%+17.3pp | 72.7%+11.2pp | 68.1%+15.8pp |
| Annual return | 16.88% | 19.84%-3.0pp | 543.72%-526.8pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,489 | $2,846-12.5% | $3,843-35.2% | $4,126-39.7% |
| Admin fee / account holder | $581 | $3,873-85.0% | $5,196-88.8% | $7,339-92.1% |