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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 | $9,789 | $111,535-91.2% | $105,223-90.7% | $137,256-92.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 15.67% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4 | $3,939-99.9% | $3,689-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $2,261 | $5,500-58.9% | $5,072-55.4% | $6,407-64.7% |
| Admin fee / account holder | $615 | $9,721-93.7% | $8,859-93.1% | $12,270-95.0% |