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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 | $37,408 | $88,672-57.8% | $105,223-64.4% | $82,448-54.6% |
| Participation rate | 84.4% | 67.9%+16.5pp | 75.0%+9.4pp | 68.1%+16.4pp |
| Annual return | 16.26% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2 | $3,048-99.9% | $3,689-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $6,735 | $4,036+66.9% | $5,072+32.8% | $4,139+62.7% |
| Admin fee / account holder | $856 | $7,146-88.0% | $8,859-90.3% | $7,234-88.2% |