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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 | $24,501 | $126,661-80.7% | $113,397-78.4% | $138,895-82.4% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.5%+0.4pp | 79.9%-3.0pp |
| Annual return | 16.23% | 25.05%-8.8pp | 23.20%-7.0pp | 145.39%-129.2pp |
| Employer contribution / active EE | $605 | $3,456-82.5% | $2,977-79.7% | $4,194-85.6% |
| Participant deferral / active EE | $2,564 | $5,693-55.0% | $5,076-49.5% | $6,396-59.9% |
| Admin fee / account holder | $724 | $14,549-95.0% | $11,957-93.9% | $12,562-94.2% |