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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 | $45,847 | $76,407-40.0% | $150,298-69.5% | $82,448-44.4% |
| Participation rate | 76.9% | 66.4%+10.5pp | 77.8%-0.8pp | 68.1%+8.9pp |
| Annual return | 15.50% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $277 | $2,614-89.4% | $4,154-93.3% | $2,551-89.1% |
| Participant deferral / active EE | $3,357 | $3,214+4.4% | $5,453-38.4% | $4,139-18.9% |
| Admin fee / account holder | $1,684 | $6,352-73.5% | $14,116-88.1% | $7,234-76.7% |