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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 | $19,632 | $46,599-57.9% | $64,101-69.4% | $75,173-73.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.07% | 26.06%-14.0pp | 33.72%-21.7pp | 160.72%-148.6pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,065 | $2,837-62.5% | $3,881-72.6% | $4,126-74.2% |
| Admin fee / account holder | $773 | $2,956-73.8% | $3,070-74.8% | $5,651-86.3% |