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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 | $31,937 | $88,996-64.1% | $78,004-59.1% | $138,895-77.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 15.71% | 28.03%-12.3pp | 31.07%-15.4pp | 145.39%-129.7pp |
| Employer contribution / active EE | $442 | $2,917-84.9% | $2,469-82.1% | $4,194-89.5% |
| Participant deferral / active EE | $6,197 | $4,724+31.2% | $4,092+51.4% | $6,396-3.1% |
| Admin fee / account holder | $1,303 | $8,807-85.2% | $7,578-82.8% | $12,562-89.6% |