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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 | $36,356 | $59,440-38.8% | $78,004-53.4% | $82,637-56.0% |
| Participation rate | 83.3% | 62.8%+20.5pp | 69.4%+13.9pp | 68.1%+15.3pp |
| Annual return | 0.00% | 40.24%-40.2pp | 31.07%-31.1pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,117 | $3,138+94.9% | $4,092+49.5% | $4,126+48.2% |
| Admin fee / account holder | $9,350 | $5,504+69.9% | $7,578+23.4% | $7,339+27.4% |