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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 | $22,596 | $48,053-53.0% | $84,628-73.3% | $72,975-69.0% |
| Participation rate | 85.2% | 57.6%+27.6pp | 68.2%+16.9pp | 69.5%+15.7pp |
| Annual return | 19.21% | 37.39%-18.2pp | 258.80%-239.6pp | 81.01%-61.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,672 | $2,681+37.0% | $3,900-5.9% | $3,608+1.8% |
| Admin fee / account holder | $441 | $3,395-87.0% | $4,914-91.0% | $5,124-91.4% |