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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 | $40,574 | $84,236-51.8% | $170,435-76.2% | $70,126-42.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 23.50% | 23.06%+0.4pp | 205.94%-182.4pp | 73.15%-49.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,057 | $3,086-33.3% | $4,939-58.4% | $3,332-38.3% |
| Admin fee / account holder | $609 | $5,698-89.3% | $13,881-95.6% | $4,645-86.9% |