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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 | $51,885 | $87,132-40.5% | $105,624-50.9% | $80,959-35.9% |
| Participation rate | 82.5% | 70.4%+12.1pp | 75.3%+7.3pp | 67.7%+14.9pp |
| Annual return | 12.92% | 17.03%-4.1pp | 116.20%-103.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $471 | $2,397-80.3% | $3,168-85.1% | $2,757-82.9% |
| Participant deferral / active EE | $2,905 | $3,985-27.1% | $5,013-42.1% | $4,300-32.5% |
| Admin fee / account holder | $6,847 | $8,449-19.0% | $10,961-37.5% | $6,925-1.1% |