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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 | $44,281 | $67,602-34.5% | $82,312-46.2% | $70,126-36.9% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 13.15% | 21.57%-8.4pp | 25.88%-12.7pp | 73.15%-60.0pp |
| Employer contribution / active EE | -$67 | $1,755-103.8% | $2,428-102.7% | $2,343-102.8% |
| Participant deferral / active EE | $1,850 | $2,987-38.1% | $3,706-50.1% | $3,332-44.5% |
| Admin fee / account holder | $965 | $4,512-78.6% | $5,608-82.8% | $4,645-79.2% |