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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 | $31,752 | $68,097-53.4% | $62,929-49.5% | $137,256-76.9% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 24.99% | 1859.11%-1834.1pp | 1063.93%-1038.9pp | 220.34%-195.4pp |
| Employer contribution / active EE | $21 | $2,811-99.2% | $2,505-99.1% | $4,156-99.5% |
| Participant deferral / active EE | $7,655 | $4,553+68.2% | $3,888+96.9% | $6,407+19.5% |
| Admin fee / account holder | $426 | $6,521-93.5% | $5,065-91.6% | $12,270-96.5% |