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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 | $23,719 | $71,230-66.7% | $93,727-74.7% | $80,959-70.7% |
| Participation rate | 96.7% | 60.4%+36.3pp | 68.7%+28.0pp | 67.7%+29.0pp |
| Annual return | 13.91% | 11.26%+2.7pp | 133.83%-119.9pp | 35.67%-21.8pp |
| Employer contribution / active EE | $333 | $1,565-78.7% | $2,421-86.2% | $2,757-87.9% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $363 | $6,961-94.8% | $8,292-95.6% | $6,925-94.8% |