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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 | $40,897 | $45,152-9.4% | $73,836-44.6% | $59,633-31.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.30% | 27.40%-27.1pp | 2268.06%-2267.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $133 | $1,901-93.0% | $2,787-95.2% | $2,203-94.0% |
| Participant deferral / active EE | $5,587 | $2,573+117.1% | $3,583+55.9% | $3,192+75.0% |
| Admin fee / account holder | $687 | $3,515-80.5% | $4,882-85.9% | $4,297-84.0% |