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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 | $5,401 | $23,330-76.8% | $64,489-91.6% | $82,448-93.4% |
| Participation rate | 73.7% | 68.3%+5.4pp | 67.7%+6.0pp | 68.1%+5.6pp |
| Annual return | 17.29% | 83.66%-66.4pp | 55.03%-37.7pp | 41.64%-24.4pp |
| Employer contribution / active EE | $162 | $824-80.3% | $1,523-89.3% | $2,551-93.6% |
| Participant deferral / active EE | $1,483 | $1,707-13.1% | $2,778-46.6% | $4,139-64.2% |
| Admin fee / account holder | $1,164 | $2,946-60.5% | $4,260-72.7% | $7,234-83.9% |