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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 | $51,676 | $88,815-41.8% | $81,882-36.9% | $145,897-64.6% |
| Participation rate | 72.7% | 75.1%-2.3pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 11.01% | 1033.75%-1022.7pp | 779.47%-768.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $290 | $3,086-90.6% | $2,916-90.0% | $4,663-93.8% |
| Participant deferral / active EE | $2,338 | $4,647-49.7% | $4,323-45.9% | $6,689-65.1% |
| Admin fee / account holder | $3,078 | $8,434-63.5% | $7,360-58.2% | $13,390-77.0% |