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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 | $55,532 | $49,791+11.5% | $78,210-29.0% | $70,126-20.8% |
| Participation rate | 100.0% | 62.3%+37.7pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 74.73% | 20.75%+54.0pp | 40.90%+33.8pp | 73.15%+1.6pp |
| Employer contribution / active EE | $69 | $1,430-95.2% | $2,034-96.6% | $2,343-97.1% |
| Participant deferral / active EE | $0 | $2,150-100.0% | $2,823-100.0% | $3,332-100.0% |
| Admin fee / account holder | $974 | $3,181-69.4% | $3,758-74.1% | $4,645-79.0% |