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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 | $31,961 | $81,504-60.8% | $102,437-68.8% | $80,959-60.5% |
| Participation rate | 90.8% | 66.9%+23.9pp | 74.5%+16.3pp | 67.7%+23.1pp |
| Annual return | 11.14% | 25.60%-14.5pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $646 | $3,104-79.2% | $3,871-83.3% | $2,757-76.6% |
| Participant deferral / active EE | $2,308 | $3,871-40.4% | $5,060-54.4% | $4,300-46.3% |
| Admin fee / account holder | $1,091 | $6,719-83.8% | $8,388-87.0% | $6,925-84.2% |