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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 | $42,792 | $91,179-53.1% | $178,499-76.0% | $79,852-46.4% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 14.75% | 24.19%-9.4pp | 151.10%-136.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,084 | $3,236-35.6% | $5,202-59.9% | $3,740-44.3% |
| Admin fee / account holder | $9,136 | $6,749+35.4% | $13,986-34.7% | $5,306+72.2% |