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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 | $16,053 | $101,618-84.2% | $93,063-82.8% | $137,256-88.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.78% | 223.95%-204.2pp | 34.15%-14.4pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,639 | $4,279+148.6% | $3,958+168.8% | $6,407+66.1% |
| Admin fee / account holder | $1,185 | $6,198-80.9% | $6,033-80.4% | $12,270-90.3% |