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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 | $29,399 | $46,596-36.9% | $64,099-54.1% | $75,181-60.9% |
| Participation rate | 78.9% | 65.9%+13.0pp | 72.3%+6.6pp | 67.2%+11.7pp |
| Annual return | 17.14% | 26.04%-8.9pp | 33.70%-16.6pp | 160.69%-143.5pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,250 | $2,837+296.5% | $3,881+189.8% | $4,126+172.7% |
| Admin fee / account holder | $10,331 | $2,954+249.7% | $3,070+236.5% | $5,650+82.9% |