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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 | $28,178 | $85,171-66.9% | $172,753-83.7% | $72,976-61.4% |
| Participation rate | 78.8% | 70.1%+8.7pp | 82.6%-3.9pp | 69.5%+9.3pp |
| Annual return | 20.99% | 27.32%-6.3pp | 803.00%-782.0pp | 81.02%-60.0pp |
| Employer contribution / active EE | $3 | $3,324-99.9% | $5,144-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $2,959 | $3,260-9.2% | $5,198-43.1% | $3,608-18.0% |
| Admin fee / account holder | $511 | $5,880-91.3% | $13,956-96.3% | $5,124-90.0% |