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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 | $50,505 | $61,816-18.3% | $97,260-48.1% | $80,935-37.6% |
| Participation rate | 89.7% | 63.5%+26.2pp | 72.7%+17.0pp | 67.7%+22.0pp |
| Annual return | 18.36% | -558.73%+577.1pp | 75.54%-57.2pp | 35.66%-17.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,828 | $3,027+125.6% | $4,262+60.2% | $4,299+58.8% |
| Admin fee / account holder | $1,033 | $5,166-80.0% | $5,640-81.7% | $6,924-85.1% |