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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 | $41,389 | $67,411-38.6% | $91,004-54.5% | $70,126-41.0% |
| Participation rate | 86.3% | 71.4%+14.9pp | 75.6%+10.7pp | 69.5%+16.8pp |
| Annual return | 34.89% | -40.16%+75.1pp | 4.60%+30.3pp | 73.15%-38.3pp |
| Employer contribution / active EE | $292 | $1,786-83.7% | $2,456-88.1% | $2,343-87.5% |
| Participant deferral / active EE | $2,136 | $2,823-24.3% | $3,548-39.8% | $3,332-35.9% |
| Admin fee / account holder | $8,624 | $4,236+103.6% | $5,417+59.2% | $4,645+85.6% |