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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 | $28,065 | $89,367-68.6% | $141,191-80.1% | $72,975-61.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 22.77% | 111.87%-89.1pp | 71.41%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,402 | $5,419-55.7% | $6,710-64.2% | $3,608-33.4% |
| Admin fee / account holder | $396 | $5,957-93.3% | $10,264-96.1% | $5,124-92.3% |