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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 | $77,814-82.4% | $158,223-91.3% | $86,983-84.2% |
| Participation rate | 80.0% | 68.4%+11.6pp | 79.2%+0.8pp | 69.5%+10.5pp |
| Annual return | 21.33% | 30.54%-9.2pp | 52.09%-30.8pp | 25.83%-4.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,527 | $3,270-22.7% | $5,467-53.8% | $4,194-39.7% |
| Admin fee / account holder | $492 | $5,879-91.6% | $16,047-96.9% | $7,856-93.7% |