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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 | $27,905 | $49,249-43.3% | $70,476-60.4% | $79,852-65.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.81% | 30.09%-15.3pp | 109.12%-94.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,965 | $2,769+79.3% | $3,710+33.8% | $3,740+32.7% |
| Admin fee / account holder | $1,774 | $2,878-38.4% | $3,847-53.9% | $5,306-66.6% |