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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 | $43,068 | $85,766-49.8% | $136,298-68.4% | $70,126-38.6% |
| Participation rate | 75.4% | 74.2%+1.3pp | 81.9%-6.5pp | 69.5%+5.9pp |
| Annual return | 16.57% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $502 | $2,966-83.1% | $4,696-89.3% | $2,343-78.6% |
| Participant deferral / active EE | $2,621 | $5,051-48.1% | $6,247-58.0% | $3,332-21.3% |
| Admin fee / account holder | $390 | $5,421-92.8% | $9,244-95.8% | $4,645-91.6% |