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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 | $51,571 | $131,835-60.9% | $108,582-52.5% | $273,972-81.2% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.6%+5.4pp | 83.0%+2.0pp |
| Annual return | 8.16% | -91.57%+99.7pp | -51.70%+59.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $400 | $4,913-91.9% | $3,758-89.4% | $4,869-91.8% |
| Participant deferral / active EE | $2,454 | $5,127-52.1% | $4,311-43.1% | $5,287-53.6% |
| Admin fee / account holder | $5,703 | $10,253-44.4% | $7,645-25.4% | $10,133-43.7% |