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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 | $11,409 | $78,690-85.5% | $161,489-92.9% | $87,485-87.0% |
| Participation rate | 77.8% | 67.5%+10.3pp | 78.7%-0.9pp | 68.9%+8.8pp |
| Annual return | 23.15% | 32.74%-9.6pp | 89.72%-66.6pp | 26.06%-2.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,864 | $3,311+46.9% | $5,630-13.6% | $4,274+13.8% |
| Admin fee / account holder | $2,064 | $6,724-69.3% | $16,006-87.1% | $7,775-73.5% |