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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 | $14,403 | $101,063-85.7% | $81,473-82.3% | $147,586-90.2% |
| Participation rate | 70.8% | 74.5%-3.6pp | 68.0%+2.9pp | 82.8%-12.0pp |
| Annual return | 18.57% | 32.41%-13.8pp | 38.78%-20.2pp | 578.59%-560.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,894 | $4,242-55.3% | $3,537-46.4% | $5,439-65.2% |
| Admin fee / account holder | $627 | $5,812-89.2% | $4,561-86.3% | $10,886-94.2% |