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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 | $17,214 | $96,524-82.2% | $75,900-77.3% | $152,909-88.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.5%-7.5pp |
| Annual return | 24.39% | 33.93%-9.5pp | 30.73%-6.3pp | 345.46%-321.1pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,244 | $4,554+59.1% | $3,604+101.0% | $5,851+23.8% |
| Admin fee / account holder | $1,051 | $8,082-87.0% | $5,421-80.6% | $11,601-90.9% |