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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 | $33,850 | $72,177-53.1% | $115,037-70.6% | $59,633-43.2% |
| Participation rate | 77.3% | 72.6%+4.7pp | 81.4%-4.1pp | 68.7%+8.6pp |
| Annual return | 13.66% | 12.02%+1.6pp | 26.14%-12.5pp | 2041.40%-2027.7pp |
| Employer contribution / active EE | $250 | $2,841-91.2% | $4,608-94.6% | $2,203-88.6% |
| Participant deferral / active EE | $9,337 | $4,783+95.2% | $6,026+54.9% | $3,192+192.6% |
| Admin fee / account holder | $992 | $4,927-79.9% | $8,175-87.9% | $4,297-76.9% |