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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 | $94,436-38.1% | $115,599-49.4% | $82,637-29.2% |
| Participation rate | 76.2% | 70.4%+5.8pp | 74.3%+1.9pp | 68.1%+8.1pp |
| Annual return | 13.14% | 18.37%-5.2pp | 111.10%-98.0pp | 53.51%-40.4pp |
| Employer contribution / active EE | $280 | $2,324-88.0% | $2,955-90.5% | $2,552-89.0% |
| Participant deferral / active EE | $2,231 | $3,955-43.6% | $4,889-54.4% | $4,126-45.9% |
| Admin fee / account holder | $2,150 | $10,328-79.2% | $12,841-83.3% | $7,339-70.7% |