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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 | $17,431 | $61,391-71.6% | $149,723-88.4% | $71,529-75.6% |
| Participation rate | 70.3% | 62.5%+7.8pp | 78.8%-8.5pp | 67.9%+2.4pp |
| Annual return | 15.71% | 35.88%-20.2pp | 134.50%-118.8pp | 28.97%-13.3pp |
| Employer contribution / active EE | $4 | $2,384-99.8% | $4,821-99.9% | $2,590-99.8% |
| Participant deferral / active EE | $1,240 | $2,921-57.6% | $5,682-78.2% | $4,291-71.1% |
| Admin fee / account holder | $323 | $1,264-74.5% | $13,215-97.6% | $1,588-79.7% |