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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 | $47,560 | $88,672-46.4% | $105,223-54.8% | $82,448-42.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.37% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $772 | $3,048-74.7% | $3,689-79.1% | $2,551-69.7% |
| Participant deferral / active EE | $3,666 | $4,036-9.2% | $5,072-27.7% | $4,139-11.4% |
| Admin fee / account holder | $1,804 | $7,146-74.8% | $8,859-79.6% | $7,234-75.1% |