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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 | $26,332 | $51,184-48.6% | $66,439-60.4% | $86,983-69.7% |
| Participation rate | 75.0% | 68.5%+6.5pp | 74.5%+0.5pp | 69.5%+5.5pp |
| Annual return | 14.29% | 17.07%-2.8pp | 757.66%-743.4pp | 25.83%-11.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,758 | $2,927+28.4% | $3,876-3.1% | $4,194-10.4% |
| Admin fee / account holder | $5,135 | $4,154+23.6% | $6,173-16.8% | $7,856-34.6% |