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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 | $32,000 | $51,638-38.0% | $129,406-75.3% | $80,959-60.5% |
| Participation rate | 70.0% | 56.9%+13.1pp | 69.6%+0.4pp | 67.7%+2.3pp |
| Annual return | 12.26% | 20.78%-8.5pp | 9468.18%-9455.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,786 | $2,670+41.8% | $4,167-9.2% | $4,300-12.0% |
| Admin fee / account holder | $1,128 | $4,313-73.8% | $7,689-85.3% | $6,925-83.7% |