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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 | $27,428 | $48,050-42.9% | $85,969-68.1% | $59,633-54.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | 12.05% | 0.29%+11.8pp | 9.32%+2.7pp | 2041.45%-2029.4pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,518 | $2,249+56.4% | $3,829-8.1% | $3,192+10.2% |
| Admin fee / account holder | $322 | $3,206-90.0% | $6,053-94.7% | $4,297-92.5% |