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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 | $11,287 | $77,908-85.5% | $149,696-92.5% | $75,173-85.0% |
| Participation rate | 84.8% | 65.6%+19.2pp | 78.8%+6.0pp | 67.2%+17.6pp |
| Annual return | 33.03% | 31.73%+1.3pp | 134.46%-101.4pp | 160.72%-127.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,830 | $3,411+100.2% | $5,682+20.2% | $4,126+65.5% |
| Admin fee / account holder | $1,239 | $5,950-79.2% | $13,212-90.6% | $5,651-78.1% |