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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 | $48,835 | $131,835-63.0% | $108,582-55.0% | $273,972-82.2% |
| Participation rate | 76.5% | 83.5%-7.0pp | 79.6%-3.1pp | 83.0%-6.5pp |
| Annual return | 8.71% | -91.57%+100.3pp | -51.70%+60.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $629 | $4,913-87.2% | $3,758-83.3% | $4,869-87.1% |
| Participant deferral / active EE | $4,488 | $5,127-12.5% | $4,311+4.1% | $5,287-15.1% |
| Admin fee / account holder | $1,014 | $10,253-90.1% | $7,645-86.7% | $10,133-90.0% |