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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 | $14,330 | $124,980-88.5% | $108,359-86.8% | $154,746-90.7% |
| Participation rate | 93.3% | 75.2%+18.2pp | 70.1%+23.2pp | 80.7%+12.6pp |
| Annual return | 10.27% | 45.00%-34.7pp | 36.89%-26.6pp | 172.34%-162.1pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,049 | $4,743-35.7% | $4,137-26.3% | $6,730-54.7% |
| Admin fee / account holder | $383 | $11,502-96.7% | $9,741-96.1% | $14,365-97.3% |