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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 | $23,733 | $58,828-59.7% | $78,002-69.6% | $62,881-62.3% |
| Participation rate | 80.0% | 71.1%+8.9pp | 75.5%+4.5pp | 69.3%+10.7pp |
| Annual return | 12.44% | 17.16%-4.7pp | 425.99%-413.5pp | 20.14%-7.7pp |
| Employer contribution / active EE | $255 | $1,672-84.7% | $2,470-89.7% | $2,281-88.8% |
| Participant deferral / active EE | $1,874 | $2,686-30.2% | $3,497-46.4% | $3,203-41.5% |
| Admin fee / account holder | $993 | $4,393-77.4% | $5,481-81.9% | $4,296-76.9% |