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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 | $18,923 | $57,541-67.1% | $95,740-80.2% | $75,173-74.8% |
| Participation rate | 80.9% | 62.5%+18.4pp | 72.3%+8.6pp | 67.2%+13.7pp |
| Annual return | 29.79% | 34.93%-5.1pp | 28.41%+1.4pp | 160.72%-130.9pp |
| Employer contribution / active EE | $7 | $1,808-99.6% | $2,836-99.7% | $2,671-99.7% |
| Participant deferral / active EE | $9,368 | $3,074+204.8% | $4,244+120.8% | $4,126+127.0% |
| Admin fee / account holder | $2,319 | $4,099-43.4% | $5,676-59.1% | $5,651-59.0% |