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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 | $60,000 | $124,980-52.0% | $108,359-44.6% | $154,746-61.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 18.10% | 45.00%-26.9pp | 36.89%-18.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,359 | $4,743-50.3% | $4,137-43.0% | $6,730-65.0% |
| Admin fee / account holder | $470 | $11,502-95.9% | $9,741-95.2% | $14,365-96.7% |