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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 | $15,953 | $48,078-66.8% | $78,676-79.7% | $62,881-74.6% |
| Participation rate | 72.0% | 65.2%+6.8pp | 73.6%-1.6pp | 69.3%+2.7pp |
| Annual return | 7.43% | 31.36%-23.9pp | 62.19%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,443 | $2,587-44.2% | $3,517-59.0% | $3,203-54.9% |
| Admin fee / account holder | $349 | $3,206-89.1% | $4,510-92.3% | $4,296-91.9% |