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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 | $32,424 | $64,517-49.7% | $81,438-60.2% | $80,874-59.9% |
| Participation rate | 78.7% | 63.9%+14.8pp | 69.5%+9.2pp | 67.6%+11.0pp |
| Annual return | 49.43% | 16.35%+33.1pp | 24.74%+24.7pp | 35.62%+13.8pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $2,460-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,631 | $3,096+49.6% | $3,883+19.3% | $4,297+7.8% |
| Admin fee / account holder | $1,114 | $5,677-80.4% | $5,764-80.7% | $6,935-83.9% |