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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 | $7,395 | $88,778-91.7% | $81,844-91.0% | $145,884-94.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.93% | 1033.03%-1019.1pp | 778.87%-764.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $305 | $3,087-90.1% | $2,916-89.5% | $4,662-93.5% |
| Participant deferral / active EE | $2,350 | $4,648-49.4% | $4,323-45.6% | $6,690-64.9% |
| Admin fee / account holder | $630 | $8,430-92.5% | $7,355-91.4% | $13,392-95.3% |