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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 | $9,963 | $81,276-87.7% | $155,574-93.6% | $80,925-87.7% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.7%+18.1pp |
| Annual return | 16.81% | 33.36%-16.6pp | 64.87%-48.1pp | 35.65%-18.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,014 | $3,453-41.7% | $5,629-64.2% | $4,299-53.1% |
| Admin fee / account holder | $689 | $7,993-91.4% | $15,914-95.7% | $6,940-90.1% |