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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 | $29,657 | $52,380-43.4% | $98,864-70.0% | $85,851-65.5% |
| Participation rate | 95.1% | 58.0%+37.2pp | 65.7%+29.4pp | 69.3%+25.8pp |
| Annual return | 12.59% | 25.82%-13.2pp | 50.03%-37.4pp | 318.63%-306.0pp |
| Employer contribution / active EE | $3 | $1,337-99.8% | $2,070-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $4,217 | $2,101+100.7% | $3,037+38.9% | $3,952+6.7% |
| Admin fee / account holder | $1,031 | $3,865-73.3% | $4,080-74.7% | $6,261-83.5% |