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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 | $23,902 | $93,598-74.5% | $135,974-82.4% | $75,173-68.2% |
| Participation rate | 75.4% | 75.2%+0.2pp | 81.9%-6.5pp | 67.2%+8.2pp |
| Annual return | 49.14% | 30.89%+18.3pp | 68.30%-19.2pp | 160.72%-111.6pp |
| Employer contribution / active EE | $18 | $3,538-99.5% | $4,859-99.6% | $2,671-99.3% |
| Participant deferral / active EE | $14,724 | $6,405+129.9% | $7,760+89.7% | $4,126+256.8% |
| Admin fee / account holder | $2,454 | $6,978-64.8% | $10,767-77.2% | $5,651-56.6% |