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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 | $33,683 | $85,766-60.7% | $136,298-75.3% | $70,126-52.0% |
| Participation rate | 74.1% | 74.2%-0.1pp | 81.9%-7.8pp | 69.5%+4.5pp |
| Annual return | 19.09% | 31.46%-12.4pp | 5156.27%-5137.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $498 | $2,966-83.2% | $4,696-89.4% | $2,343-78.7% |
| Participant deferral / active EE | $11,324 | $5,051+124.2% | $6,247+81.3% | $3,332+239.9% |
| Admin fee / account holder | $7,081 | $5,421+30.6% | $9,244-23.4% | $4,645+52.4% |