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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 | $28,338 | $98,766-71.3% | $149,730-81.1% | $79,852-64.5% |
| Participation rate | 75.3% | 75.8%-0.4pp | 82.5%-7.1pp | 69.6%+5.7pp |
| Annual return | 21.21% | 27.43%-6.2pp | 276.70%-255.5pp | 31.72%-10.5pp |
| Employer contribution / active EE | $313 | $3,217-90.3% | $4,645-93.3% | $2,471-87.3% |
| Participant deferral / active EE | $2,447 | $5,681-56.9% | $6,843-64.2% | $3,740-34.6% |
| Admin fee / account holder | $437 | $6,052-92.8% | $9,310-95.3% | $5,306-91.8% |