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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 | $33,098 | $91,198-63.7% | $178,503-81.5% | $79,856-58.6% |
| Participation rate | 75.9% | 69.2%+6.6pp | 81.9%-6.1pp | 69.6%+6.2pp |
| Annual return | 13.09% | 24.20%-11.1pp | 151.12%-138.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,824 | $3,237-12.8% | $5,202-45.7% | $3,741-24.5% |
| Admin fee / account holder | $4,006 | $6,748-40.6% | $13,987-71.4% | $5,306-24.5% |