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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 | $52,241 | $70,418-25.8% | $96,570-45.9% | $85,847-39.1% |
| Participation rate | 80.6% | 61.8%+18.8pp | 69.8%+10.8pp | 69.3%+11.3pp |
| Annual return | 19.36% | 18.59%+0.8pp | 37.79%-18.4pp | 318.61%-299.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,922 | $2,894-33.6% | $3,849-50.1% | $3,952-51.4% |
| Admin fee / account holder | $896 | $4,995-82.1% | $6,182-85.5% | $6,261-85.7% |