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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 | $27,563 | $45,050-38.8% | $63,018-56.3% | $70,126-60.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.16% | 18.76%-1.6pp | 87.62%-70.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,455 | $2,466+121.2% | $3,330+63.8% | $3,332+63.7% |
| Admin fee / account holder | $545 | $2,834-80.8% | $3,601-84.9% | $4,645-88.3% |