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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 | $69,273-5.9% | $90,796-28.2% | $82,637-21.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 16.71% | 18.37%-1.7pp | 19.29%-2.6pp | 53.51%-36.8pp |
| Employer contribution / active EE | $247 | $1,865-86.8% | $2,294-89.2% | $2,552-90.3% |
| Participant deferral / active EE | $2,187 | $3,047-28.2% | $3,822-42.8% | $4,126-47.0% |
| Admin fee / account holder | $1,275 | $5,511-76.9% | $7,024-81.8% | $7,339-82.6% |