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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 | $26,432 | $77,472-65.9% | $100,392-73.7% | $80,935-67.3% |
| Participation rate | 80.4% | 76.9%+3.4pp | 81.5%-1.1pp | 67.7%+12.7pp |
| Annual return | 0.00% | 37.26%-37.3pp | 49.45%-49.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,486 | $6,818+24.5% | $8,090+4.9% | $4,299+97.4% |
| Admin fee / account holder | $5,586 | $5,885-5.1% | $7,904-29.3% | $6,924-19.3% |