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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 | $8,513 | $69,248-87.7% | $64,101-86.7% | $139,466-93.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.29% | 45.95%-33.7pp | 33.72%-21.4pp | 373.66%-361.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,808 | $4,682-61.4% | $3,881-53.4% | $6,712-73.1% |
| Admin fee / account holder | $480 | $4,247-88.7% | $3,070-84.4% | $11,409-95.8% |