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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 | $66,484 | $112,933-41.1% | $90,970-26.9% | $158,982-58.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.62% | 215.82%-198.2pp | 134.60%-117.0pp | 302.99%-285.4pp |
| Employer contribution / active EE | $147 | $2,893-94.9% | $2,122-93.1% | $4,763-96.9% |
| Participant deferral / active EE | $1,436 | $4,128-65.2% | $3,373-57.4% | $5,983-76.0% |
| Admin fee / account holder | $424 | $8,047-94.7% | $5,961-92.9% | $11,252-96.2% |