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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 | $38,059 | $88,087-56.8% | $164,866-76.9% | $74,546-48.9% |
| Participation rate | 71.4% | 73.1%-1.6pp | 78.6%-7.2pp | 67.2%+4.2pp |
| Annual return | 14.85% | 17.27%-2.4pp | 69.97%-55.1pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $527 | $2,595-79.7% | $4,343-87.9% | $2,624-79.9% |
| Participant deferral / active EE | $3,139 | $4,499-30.2% | $6,033-48.0% | $4,347-27.8% |
| Admin fee / account holder | $2,121 | $2,232-5.0% | $12,689-83.3% | $1,944+9.1% |