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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 | $78,690-41.7% | $161,489-71.6% | $87,485-47.6% |
| Participation rate | 76.9% | 67.5%+9.5pp | 78.7%-1.8pp | 68.9%+8.0pp |
| Annual return | 15.50% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $277 | $2,588-89.3% | $4,268-93.5% | $2,596-89.3% |
| Participant deferral / active EE | $3,357 | $3,311+1.4% | $5,630-40.4% | $4,274-21.4% |
| Admin fee / account holder | $1,684 | $6,724-75.0% | $16,006-89.5% | $7,775-78.3% |