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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 | $28,208 | $47,479-40.6% | $62,929-55.2% | $82,448-65.8% |
| Participation rate | 80.0% | 66.9%+13.1pp | 73.1%+6.9pp | 68.1%+11.9pp |
| Annual return | 20.84% | 20.34%+0.5pp | 1063.93%-1043.1pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,743 | $2,870-4.4% | $3,888-29.4% | $4,139-33.7% |
| Admin fee / account holder | $2,137 | $3,804-43.8% | $5,065-57.8% | $7,234-70.5% |