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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 | $66,337 | $108,226-38.7% | $77,513-14.4% | $158,950-58.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.82% | 31.67%-15.9pp | 54.81%-39.0pp | 302.91%-287.1pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,397 | $2,456+160.5% | $1,861+243.8% | $5,983+6.9% |
| Admin fee / account holder | $331 | $3,710-91.1% | $2,859-88.4% | $11,248-97.1% |