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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 | $13,708 | $76,407-82.1% | $150,298-90.9% | $82,448-83.4% |
| Participation rate | 87.9% | 66.4%+21.5pp | 77.8%+10.1pp | 68.1%+19.8pp |
| Annual return | 23.49% | 39.99%-16.5pp | 62.79%-39.3pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,284 | $3,214+2.2% | $5,453-39.8% | $4,139-20.7% |
| Admin fee / account holder | $683 | $6,352-89.3% | $14,116-95.2% | $7,234-90.6% |