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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 | $19,367 | $49,976-61.2% | $66,674-71.0% | $82,637-76.6% |
| Participation rate | 88.5% | 63.1%+25.4pp | 73.7%+14.8pp | 68.1%+20.4pp |
| Annual return | 16.57% | 39.09%-22.5pp | 321.24%-304.7pp | 53.51%-36.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,675 | $2,847-6.0% | $4,084-34.5% | $4,126-35.2% |
| Admin fee / account holder | $776 | $4,594-83.1% | $5,098-84.8% | $7,339-89.4% |