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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 | $30,346 | $98,776-69.3% | $149,745-79.7% | $79,856-62.0% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.4pp |
| Annual return | 14.63% | 27.38%-12.7pp | 276.72%-262.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $508 | $3,217-84.2% | $4,646-89.1% | $2,471-79.4% |
| Participant deferral / active EE | $2,792 | $5,681-50.9% | $6,843-59.2% | $3,741-25.4% |
| Admin fee / account holder | $4,592 | $6,053-24.1% | $9,312-50.7% | $5,306-13.5% |