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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 | $13,516 | $127,298-89.4% | $109,916-87.7% | $167,553-91.9% |
| Participation rate | 78.9% | 77.9%+1.1pp | 74.2%+4.7pp | 82.1%-3.2pp |
| Annual return | 9.79% | 22.97%-13.2pp | 29.46%-19.7pp | 478.89%-469.1pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,259 | $4,513-27.8% | $4,047-19.5% | $6,343-48.6% |
| Admin fee / account holder | $578 | $7,119-91.9% | $6,069-90.5% | $12,316-95.3% |