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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 | $55,878 | $127,298-56.1% | $109,916-49.2% | $167,553-66.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.06% | 22.97%-8.9pp | 29.46%-15.4pp | 478.89%-464.8pp |
| Employer contribution / active EE | $154 | $3,325-95.4% | $2,844-94.6% | $4,840-96.8% |
| Participant deferral / active EE | $1,077 | $4,513-76.1% | $4,047-73.4% | $6,343-83.0% |
| Admin fee / account holder | $436 | $7,119-93.9% | $6,069-92.8% | $12,316-96.5% |