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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 | $18,014 | $55,902-67.8% | $76,030-76.3% | $80,959-77.7% |
| Participation rate | 80.0% | 62.1%+17.9pp | 69.1%+10.9pp | 67.7%+12.3pp |
| Annual return | 16.71% | 20.59%-3.9pp | 361.54%-344.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $230 | $1,867-87.7% | $2,688-91.5% | $2,757-91.7% |
| Participant deferral / active EE | $1,791 | $3,051-41.3% | $4,257-57.9% | $4,300-58.3% |
| Admin fee / account holder | $367 | $5,239-93.0% | $6,421-94.3% | $6,925-94.7% |