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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 | $28,208 | $51,184-44.9% | $66,439-57.5% | $86,983-67.6% |
| Participation rate | 80.0% | 68.5%+11.5pp | 74.5%+5.5pp | 69.5%+10.5pp |
| Annual return | 20.84% | 17.07%+3.8pp | 757.66%-736.8pp | 25.83%-5.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,743 | $2,927-6.3% | $3,876-29.2% | $4,194-34.6% |
| Admin fee / account holder | $2,137 | $4,154-48.6% | $6,173-65.4% | $7,856-72.8% |