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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 | $12,829 | $63,703-79.9% | $93,063-86.2% | $82,448-84.4% |
| Participation rate | 90.3% | 63.8%+26.5pp | 72.1%+18.2pp | 68.1%+22.3pp |
| Annual return | 32.41% | -775.43%+807.8pp | 34.15%-1.7pp | 41.64%-9.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,028 | $2,919+106.5% | $3,958+52.3% | $4,139+45.6% |
| Admin fee / account holder | $1,628 | $5,982-72.8% | $6,033-73.0% | $7,234-77.5% |