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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 | $7,113 | $58,627-87.9% | $76,735-90.7% | $82,448-91.4% |
| Participation rate | 78.8% | 63.2%+15.6pp | 69.5%+9.3pp | 68.1%+10.7pp |
| Annual return | 18.74% | 39.10%-20.4pp | 29.77%-11.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,596 | $3,134-49.1% | $4,088-61.0% | $4,139-61.4% |
| Admin fee / account holder | $794 | $5,323-85.1% | $7,189-89.0% | $7,234-89.0% |