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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 | $69,980 | $108,825-35.7% | $156,181-55.2% | $82,448-15.1% |
| Participation rate | 95.0% | 72.4%+22.6pp | 78.8%+16.2pp | 68.1%+26.9pp |
| Annual return | 14.47% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $259 | $2,870-91.0% | $4,294-94.0% | $2,551-89.9% |
| Participant deferral / active EE | $3,670 | $4,577-19.8% | $6,132-40.1% | $4,139-11.3% |
| Admin fee / account holder | $1,390 | $9,341-85.1% | $14,586-90.5% | $7,234-80.8% |