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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 | $17,164 | $84,236-79.6% | $170,435-89.9% | $70,126-75.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.02% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $370 | $3,387-89.1% | $5,432-93.2% | $2,343-84.2% |
| Participant deferral / active EE | $1,440 | $3,086-53.3% | $4,939-70.8% | $3,332-56.8% |
| Admin fee / account holder | $706 | $5,698-87.6% | $13,881-94.9% | $4,645-84.8% |