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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 | $33,740 | $58,493-42.3% | $84,023-59.8% | $72,976-53.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 24.96% | 28.93%-4.0pp | 71.32%-46.4pp | 81.02%-56.1pp |
| Employer contribution / active EE | $160 | $1,163-86.2% | $1,984-91.9% | $2,440-93.4% |
| Participant deferral / active EE | $1,884 | $2,394-21.3% | $3,239-41.8% | $3,608-47.8% |
| Admin fee / account holder | $1,617 | $4,569-64.6% | $6,102-73.5% | $5,124-68.4% |