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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 | $65,164 | $67,894-4.0% | $89,340-27.1% | $82,448-21.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 16.71% | 19.21%-2.5pp | 20.57%-3.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $247 | $1,828-86.5% | $2,231-88.9% | $2,551-90.3% |
| Participant deferral / active EE | $2,187 | $3,072-28.8% | $3,823-42.8% | $4,139-47.2% |
| Admin fee / account holder | $1,275 | $5,723-77.7% | $6,704-81.0% | $7,234-82.4% |