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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 | $58,096 | $89,370-35.0% | $141,197-58.9% | $72,976-20.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 31.19% | 111.88%-80.7pp | 71.41%-40.2pp | 81.02%-49.8pp |
| Employer contribution / active EE | $437 | $3,115-86.0% | $4,736-90.8% | $2,440-82.1% |
| Participant deferral / active EE | $7,226 | $5,419+33.4% | $6,710+7.7% | $3,608+100.3% |
| Admin fee / account holder | $13,658 | $5,957+129.3% | $10,265+33.1% | $5,124+166.5% |