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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 | $27,116 | $59,116-54.1% | $86,438-68.6% | $68,486-60.4% |
| Participation rate | 75.8% | 75.2%+0.5pp | 80.3%-4.6pp | 67.9%+7.9pp |
| Annual return | 48.82% | -0.23%+49.0pp | 4397.19%-4348.4pp | -7.85%+56.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,122 | $5,902+71.5% | $6,952+45.6% | $4,028+151.3% |
| Admin fee / account holder | $1,737 | $5,639-69.2% | $6,733-74.2% | $5,404-67.9% |