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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 | $24,219 | $49,896-51.5% | $80,627-70.0% | $75,173-67.8% |
| Participation rate | 79.1% | 55.3%+23.8pp | 67.0%+12.1pp | 67.2%+11.9pp |
| Annual return | 14.42% | 34.67%-20.3pp | 936.76%-922.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,816 | $2,992+127.8% | $4,443+53.4% | $4,126+65.2% |
| Admin fee / account holder | $8,221 | $3,578+129.8% | $5,381+52.8% | $5,651+45.5% |