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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 | $24,933 | $52,678-52.7% | $75,784-67.1% | $59,633-58.2% |
| Participation rate | 96.2% | 67.2%+28.9pp | 75.8%+20.3pp | 68.7%+27.5pp |
| Annual return | -2.84% | 2.95%-5.8pp | 9.68%-12.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $188 | $2,193-91.4% | $3,323-94.3% | $2,203-91.5% |
| Participant deferral / active EE | $4,048 | $2,591+56.2% | $3,652+10.8% | $3,192+26.8% |
| Admin fee / account holder | $1,004 | $3,610-72.2% | $5,300-81.1% | $4,297-76.6% |