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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 | $15,967 | $106,974-85.1% | $90,796-82.4% | $138,895-88.5% |
| Participation rate | 85.0% | 74.9%+10.1pp | 69.5%+15.5pp | 79.9%+5.1pp |
| Annual return | 14.67% | 20.10%-5.4pp | 19.29%-4.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,308 | $4,455-25.7% | $3,822-13.4% | $6,396-48.3% |
| Admin fee / account holder | $547 | $8,626-93.7% | $7,024-92.2% | $12,562-95.6% |