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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 | $9,826 | $58,627-83.2% | $76,735-87.2% | $82,448-88.1% |
| Participation rate | 74.2% | 63.2%+11.0pp | 69.5%+4.7pp | 68.1%+6.1pp |
| Annual return | 15.91% | 39.10%-23.2pp | 29.77%-13.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,307 | $3,134-26.4% | $4,088-43.6% | $4,139-44.3% |
| Admin fee / account holder | $1,046 | $5,323-80.3% | $7,189-85.4% | $7,234-85.5% |