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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 | $12,229 | $100,147-87.8% | $81,286-85.0% | $145,877-91.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 10.44% | 34.44%-24.0pp | 24.80%-14.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,075 | $4,607-33.3% | $3,883-20.8% | $6,691-54.0% |
| Admin fee / account holder | $479 | $8,201-94.2% | $5,764-91.7% | $13,402-96.4% |