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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 | $13,710 | $78,690-82.6% | $161,489-91.5% | $87,485-84.3% |
| Participation rate | 80.0% | 67.5%+12.5pp | 78.7%+1.3pp | 68.9%+11.1pp |
| Annual return | 21.33% | 32.74%-11.4pp | 89.72%-68.4pp | 26.06%-4.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,527 | $3,311-23.7% | $5,630-55.1% | $4,274-40.9% |
| Admin fee / account holder | $492 | $6,724-92.7% | $16,006-96.9% | $7,775-93.7% |