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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 | $2,916 | $29,736-90.2% | $56,033-94.8% | $80,935-96.4% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 10.99% | 35.28%-24.3pp | 1711.38%-1700.4pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,155 | $1,228-6.0% | $1,954-40.9% | $4,299-73.1% |
| Admin fee / account holder | $600 | $2,434-75.3% | $2,827-78.8% | $6,924-91.3% |