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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 | $29,670-90.2% | $56,054-94.8% | $80,911-96.4% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 10.99% | 35.24%-24.3pp | 1705.95%-1695.0pp | 35.63%-24.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,155 | $1,227-5.9% | $1,952-40.9% | $4,297-73.1% |
| Admin fee / account holder | $600 | $2,431-75.3% | $2,822-78.7% | $6,935-91.3% |