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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 | $27,275 | $73,787-63.0% | $98,716-72.4% | $82,448-66.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 14.83% | 18.57%-3.7pp | 31.81%-17.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $127 | $1,511-91.6% | $2,279-94.4% | $2,551-95.0% |
| Participant deferral / active EE | $1,765 | $3,081-42.7% | $4,048-56.4% | $4,139-57.4% |
| Admin fee / account holder | $1,051 | $6,500-83.8% | $8,703-87.9% | $7,234-85.5% |