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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 | $62,972 | $118,877-47.0% | $96,570-34.8% | $167,536-62.4% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 10.41% | 50.50%-40.1pp | 37.79%-27.4pp | 478.82%-468.4pp |
| Employer contribution / active EE | $268 | $3,121-91.4% | $2,357-88.6% | $4,839-94.5% |
| Participant deferral / active EE | $1,761 | $4,617-61.9% | $3,849-54.3% | $6,342-72.2% |
| Admin fee / account holder | $501 | $8,069-93.8% | $6,182-91.9% | $12,315-95.9% |