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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 | $34,283 | $116,203-70.5% | $93,621-63.4% | $152,897-77.6% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.8%+7.5pp | 82.5%+0.9pp |
| Annual return | 17.85% | 35.96%-18.1pp | 32.76%-14.9pp | 345.43%-327.6pp |
| Employer contribution / active EE | $403 | $3,219-87.5% | $2,719-85.2% | $4,764-91.5% |
| Participant deferral / active EE | $1,523 | $4,605-66.9% | $4,070-62.6% | $5,851-74.0% |
| Admin fee / account holder | $534 | $10,751-95.0% | $7,890-93.2% | $11,599-95.4% |