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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 | $42,942 | $107,030-59.9% | $73,550-41.6% | $147,586-70.9% |
| Participation rate | 88.9% | 66.4%+22.5pp | 54.9%+34.0pp | 82.8%+6.1pp |
| Annual return | 15.42% | 38.25%-22.8pp | -15.16%+30.6pp | 578.59%-563.2pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,606 | $2,458+46.7% | $1,804+99.9% | $5,439-33.7% |
| Admin fee / account holder | $1,668 | $3,055-45.4% | $2,320-28.1% | $10,886-84.7% |