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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 | $12,665 | $57,590-78.0% | $86,233-85.3% | $82,448-84.6% |
| Participation rate | 83.7% | 57.9%+25.8pp | 69.0%+14.7pp | 68.1%+15.6pp |
| Annual return | 14.66% | 22.41%-7.8pp | 61.39%-46.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,725 | $3,080+20.9% | $4,559-18.3% | $4,139-10.0% |
| Admin fee / account holder | $417 | $4,730-91.2% | $8,342-95.0% | $7,234-94.2% |