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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 | $14,287 | $48,337-70.4% | $67,560-78.9% | $80,959-82.4% |
| Participation rate | 89.5% | 66.4%+23.0pp | 72.9%+16.5pp | 67.7%+21.8pp |
| Annual return | 18.69% | 18.26%+0.4pp | 3533.50%-3514.8pp | 35.67%-17.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,883 | $2,928+135.1% | $4,004+71.9% | $4,300+60.1% |
| Admin fee / account holder | $661 | $3,695-82.1% | $3,994-83.5% | $6,925-90.5% |