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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 | $20,544 | $101,063-79.7% | $81,473-74.8% | $147,586-86.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 15.60% | 32.41%-16.8pp | 38.78%-23.2pp | 578.59%-563.0pp |
| Employer contribution / active EE | $95 | $3,206-97.0% | $2,568-96.3% | $4,876-98.1% |
| Participant deferral / active EE | $602 | $4,242-85.8% | $3,537-83.0% | $5,439-88.9% |
| Admin fee / account holder | $2,822 | $5,812-51.4% | $4,561-38.1% | $10,886-74.1% |