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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 | $17,645 | $55,713-68.3% | $75,894-76.8% | $72,983-75.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 17.72% | 27.60%-9.9pp | 30.76%-13.0pp | 81.01%-63.3pp |
| Employer contribution / active EE | $94 | $1,687-94.4% | $2,501-96.2% | $2,440-96.1% |
| Participant deferral / active EE | $4,600 | $2,634+74.6% | $3,603+27.7% | $3,608+27.5% |
| Admin fee / account holder | $1,839 | $3,980-53.8% | $5,420-66.1% | $5,124-64.1% |