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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 | $49,525 | $82,678-40.1% | $125,391-60.5% | $68,490-27.7% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | 25.38% | -5.97%+31.4pp | 572.41%-547.0pp | -7.85%+33.2pp |
| Employer contribution / active EE | $579 | $3,382-82.9% | $4,816-88.0% | $2,597-77.7% |
| Participant deferral / active EE | $4,022 | $6,111-34.2% | $7,448-46.0% | $4,028-0.1% |
| Admin fee / account holder | $1,407 | $6,277-77.6% | $10,009-85.9% | $5,403-74.0% |