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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 | $64,449 | $98,776-34.8% | $149,745-57.0% | $79,856-19.3% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.7pp |
| Annual return | 17.91% | 27.38%-9.5pp | 276.72%-258.8pp | 31.71%-13.8pp |
| Employer contribution / active EE | $440 | $3,217-86.3% | $4,646-90.5% | $2,471-82.2% |
| Participant deferral / active EE | $2,889 | $5,681-49.2% | $6,843-57.8% | $3,741-22.8% |
| Admin fee / account holder | $557 | $6,053-90.8% | $9,312-94.0% | $5,306-89.5% |