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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 | $129,548 | $106,918+21.2% | $84,021+54.2% | $152,897-15.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.35% | 105.01%-82.7pp | 71.32%-49.0pp | 345.43%-323.1pp |
| Employer contribution / active EE | $183 | $2,735-93.3% | $1,984-90.8% | $4,764-96.2% |
| Participant deferral / active EE | $1,000 | $4,012-75.1% | $3,239-69.1% | $5,851-82.9% |
| Admin fee / account holder | $16,743 | $8,288+102.0% | $6,102+174.4% | $11,599+44.3% |