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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 | $43,532 | $67,411-35.4% | $91,004-52.2% | $70,126-37.9% |
| Participation rate | 77.3% | 71.4%+5.9pp | 75.6%+1.7pp | 69.5%+7.7pp |
| Annual return | 16.64% | -40.16%+56.8pp | 4.60%+12.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $227 | $1,786-87.3% | $2,456-90.7% | $2,343-90.3% |
| Participant deferral / active EE | $2,144 | $2,823-24.1% | $3,548-39.6% | $3,332-35.7% |
| Admin fee / account holder | $642 | $4,236-84.9% | $5,417-88.2% | $4,645-86.2% |