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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 | $23,116 | $45,126-48.8% | $85,187-72.9% | $74,459-69.0% |
| Participation rate | 72.1% | 49.4%+22.8pp | 67.5%+4.6pp | 67.2%+4.9pp |
| Annual return | 16.83% | 26.30%-9.5pp | 66.67%-49.8pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $134 | $1,460-90.8% | $2,732-95.1% | $2,626-94.9% |
| Participant deferral / active EE | $4,587 | $2,738+67.5% | $4,525+1.4% | $4,350+5.4% |
| Admin fee / account holder | $1,282 | $2,212-42.0% | $6,162-79.2% | $1,945-34.1% |