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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 | $23,398 | $75,541-69.0% | $152,093-84.6% | $82,637-71.7% |
| Participation rate | 90.9% | 66.5%+24.4pp | 77.8%+13.1pp | 68.1%+22.9pp |
| Annual return | 19.52% | 32.56%-13.0pp | 66.36%-46.8pp | 53.51%-34.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,907 | $3,206+240.3% | $5,451+100.1% | $4,126+164.3% |
| Admin fee / account holder | $3,559 | $6,405-44.4% | $14,497-75.4% | $7,339-51.5% |