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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 | $33,543 | $101,795-67.0% | $165,100-79.7% | $80,959-58.6% |
| Participation rate | 90.0% | 71.8%+18.2pp | 78.6%+11.4pp | 67.7%+22.3pp |
| Annual return | 10.62% | 16.73%-6.1pp | 70.21%-59.6pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,736 | $4,476-38.9% | $6,035-54.7% | $4,300-36.4% |
| Admin fee / account holder | $595 | $8,221-92.8% | $12,696-95.3% | $6,925-91.4% |