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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 | $39,919 | $77,908-48.8% | $149,696-73.3% | $75,173-46.9% |
| Participation rate | 78.0% | 65.6%+12.5pp | 78.8%-0.7pp | 67.2%+10.8pp |
| Annual return | 18.87% | 31.73%-12.9pp | 134.46%-115.6pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,297 | $3,411-62.0% | $5,682-77.2% | $4,126-68.6% |
| Admin fee / account holder | $695 | $5,950-88.3% | $13,212-94.7% | $5,651-87.7% |