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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 | $26,674 | $89,370-70.2% | $141,197-81.1% | $72,976-63.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.91% | 111.88%-88.0pp | 71.41%-47.5pp | 81.02%-57.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,079 | $5,419+49.1% | $6,710+20.4% | $3,608+123.9% |
| Admin fee / account holder | $6,026 | $5,957+1.2% | $10,265-41.3% | $5,124+17.6% |