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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 | $58,494 | $94,031-37.8% | $115,768-49.5% | $82,448-29.1% |
| Participation rate | 76.2% | 70.4%+5.8pp | 74.4%+1.8pp | 68.1%+8.1pp |
| Annual return | 13.14% | 20.61%-7.5pp | 100.46%-87.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $280 | $2,323-88.0% | $2,940-90.5% | $2,551-89.0% |
| Participant deferral / active EE | $2,231 | $3,972-43.8% | $4,917-54.6% | $4,139-46.1% |
| Admin fee / account holder | $2,150 | $10,249-79.0% | $12,439-82.7% | $7,234-70.3% |