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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 | $98,060 | $124,346-21.1% | $111,308-11.9% | $167,536-41.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.92% | 37.45%-18.5pp | 54.67%-35.7pp | 478.82%-459.9pp |
| Employer contribution / active EE | $417 | $3,437-87.9% | $2,732-84.7% | $4,839-91.4% |
| Participant deferral / active EE | $1,679 | $5,182-67.6% | $4,487-62.6% | $6,342-73.5% |
| Admin fee / account holder | $1,679 | $10,621-84.2% | $7,965-78.9% | $12,315-86.4% |