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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 | $39,622 | $94,439-58.0% | $73,658-46.2% | $154,746-74.4% |
| Participation rate | 90.0% | 64.7%+25.3pp | 57.0%+33.0pp | 80.7%+9.3pp |
| Annual return | 16.65% | 28.25%-11.6pp | 29.72%-13.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,350 | $2,527+547.0% | $2,062+693.0% | $6,730+142.9% |
| Admin fee / account holder | $6,714 | $3,843+74.7% | $3,357+100.0% | $14,365-53.3% |