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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 | $30,787 | $72,486-57.5% | $87,103-64.7% | $72,976-57.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.17% | 24.46%-6.3pp | 28.19%-10.0pp | 81.02%-62.8pp |
| Employer contribution / active EE | $440 | $1,894-76.8% | $2,521-82.6% | $2,440-82.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $302 | $5,055-94.0% | $7,491-96.0% | $5,124-94.1% |