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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 | $3,979 | $29,733-86.6% | $56,025-92.9% | $80,959-95.1% |
| Participation rate | 91.7% | 41.7%+49.9pp | 52.5%+39.2pp | 67.7%+24.0pp |
| Annual return | 17.06% | 35.28%-18.2pp | 1712.69%-1695.6pp | 35.67%-18.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,476 | $1,229+101.4% | $1,955+26.7% | $4,300-42.4% |
| Admin fee / account holder | $784 | $2,434-67.8% | $2,828-72.3% | $6,925-88.7% |