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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 | $32,964 | $88,672-62.8% | $105,223-68.7% | $82,448-60.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.52% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $733 | $3,048-75.9% | $3,689-80.1% | $2,551-71.3% |
| Participant deferral / active EE | $3,820 | $4,036-5.4% | $5,072-24.7% | $4,139-7.7% |
| Admin fee / account holder | $4,279 | $7,146-40.1% | $8,859-51.7% | $7,234-40.9% |