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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 | $13,527 | $77,638-82.6% | $156,551-91.4% | $62,881-78.5% |
| Participation rate | 97.0% | 71.2%+25.8pp | 84.0%+13.0pp | 69.3%+27.7pp |
| Annual return | 23.40% | 50.33%-26.9pp | 32.23%-8.8pp | 20.14%+3.3pp |
| Employer contribution / active EE | $209 | $3,444-93.9% | $5,501-96.2% | $2,281-90.9% |
| Participant deferral / active EE | $1,968 | $3,046-35.4% | $4,871-59.6% | $3,203-38.6% |
| Admin fee / account holder | $1,954 | $5,561-64.9% | $13,028-85.0% | $4,296-54.5% |