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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 | $20,837 | $85,169-75.5% | $172,755-87.9% | $72,983-71.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.88% | 27.32%-8.4pp | 802.94%-784.1pp | 81.01%-62.1pp |
| Employer contribution / active EE | $276 | $3,324-91.7% | $5,144-94.6% | $2,440-88.7% |
| Participant deferral / active EE | $2,391 | $3,260-26.6% | $5,198-54.0% | $3,608-33.7% |
| Admin fee / account holder | $5,029 | $5,880-14.5% | $13,955-64.0% | $5,124-1.9% |