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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 | $26,666 | $89,370-70.2% | $141,197-81.1% | $72,976-63.5% |
| Participation rate | 75.8% | 75.1%+0.6pp | 82.5%-6.7pp | 69.5%+6.3pp |
| Annual return | 21.47% | 111.88%-90.4pp | 71.41%-49.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $151 | $3,115-95.2% | $4,736-96.8% | $2,440-93.8% |
| Participant deferral / active EE | $2,499 | $5,419-53.9% | $6,710-62.8% | $3,608-30.7% |
| Admin fee / account holder | $846 | $5,957-85.8% | $10,265-91.8% | $5,124-83.5% |