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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 | $45,001 | $89,364-49.6% | $141,177-68.1% | $72,983-38.3% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 23.82% | 111.86%-88.0pp | 71.40%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,857 | $5,419+8.1% | $6,710-12.7% | $3,608+62.4% |
| Admin fee / account holder | $2,468 | $5,959-58.6% | $10,263-76.0% | $5,124-51.8% |