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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 | $23,665 | $147,556-84.0% | $129,031-81.7% | $198,609-88.1% |
| Participation rate | 71.4% | 77.2%-5.8pp | 73.4%-1.9pp | 82.4%-10.9pp |
| Annual return | 15.82% | 37.41%-21.6pp | 34.67%-18.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,188 | $5,760-62.0% | $5,217-58.1% | $6,977-68.6% |
| Admin fee / account holder | $1,225 | $15,467-92.1% | $13,208-90.7% | $19,030-93.6% |