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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 | $37,879 | $114,712-67.0% | $173,730-78.2% | $87,485-56.7% |
| Participation rate | 80.0% | 73.0%+7.0pp | 79.6%+0.4pp | 68.9%+11.1pp |
| Annual return | 16.39% | 20.18%-3.8pp | 19.96%-3.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $405 | $2,904-86.1% | $4,577-91.2% | $2,596-84.4% |
| Participant deferral / active EE | $2,896 | $4,642-37.6% | $6,326-54.2% | $4,274-32.2% |
| Admin fee / account holder | $574 | $10,210-94.4% | $17,523-96.7% | $7,775-92.6% |