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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 | $39,463 | $62,589-36.9% | $76,768-48.6% | $64,173-38.5% |
| Participation rate | 77.1% | 72.8%+4.3pp | 77.0%+0.1pp | 69.6%+7.5pp |
| Annual return | -5.96% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $352 | $1,832-80.8% | $2,485-85.8% | $2,381-85.2% |
| Participant deferral / active EE | $2,103 | $3,145-33.1% | $3,852-45.4% | $3,470-39.4% |
| Admin fee / account holder | $442 | $4,667-90.5% | $6,675-93.4% | $4,887-90.9% |