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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 | $8,504 | $24,618-65.5% | $71,585-88.1% | $82,637-89.7% |
| Participation rate | 94.1% | 68.2%+25.9pp | 68.2%+26.0pp | 68.1%+26.1pp |
| Annual return | 16.63% | 93.17%-76.5pp | 59.26%-42.6pp | 53.51%-36.9pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,096 | $1,720+21.9% | $2,923-28.3% | $4,126-49.2% |
| Admin fee / account holder | $439 | $3,285-86.6% | $4,712-90.7% | $7,339-94.0% |