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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 | $32,241 | $86,938-62.9% | $102,423-68.5% | $80,925-60.2% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 12.46% | 18.89%-6.4pp | 29.42%-17.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $225 | $2,369-90.5% | $3,023-92.6% | $2,756-91.8% |
| Participant deferral / active EE | $8,479 | $4,120+105.8% | $5,054+67.8% | $4,299+97.3% |
| Admin fee / account holder | $918 | $8,053-88.6% | $9,455-90.3% | $6,940-86.8% |