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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 | $17,791 | $70,684-74.8% | $169,390-89.5% | $75,173-76.3% |
| Participation rate | 70.2% | 64.8%+5.4pp | 77.2%-7.0pp | 67.2%+3.0pp |
| Annual return | 15.99% | 36.38%-20.4pp | 406.07%-390.1pp | 160.72%-144.7pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,762 | $4,310-12.7% | $6,222-39.5% | $4,126-8.8% |
| Admin fee / account holder | $1,798 | $5,404-66.7% | $9,015-80.1% | $5,651-68.2% |