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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 | $24,364 | $96,524-74.8% | $75,900-67.9% | $152,909-84.1% |
| Participation rate | 94.1% | 76.2%+17.9pp | 69.3%+24.8pp | 82.5%+11.7pp |
| Annual return | 17.88% | 33.93%-16.1pp | 30.73%-12.8pp | 345.46%-327.6pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,654 | $4,554-63.7% | $3,604-54.1% | $5,851-71.7% |
| Admin fee / account holder | $2,026 | $8,082-74.9% | $5,421-62.6% | $11,601-82.5% |