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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 | $51,980 | $73,019-28.8% | $90,766-42.7% | $68,490-24.1% |
| Participation rate | 90.0% | 70.8%+19.2pp | 75.7%+14.3pp | 67.9%+22.1pp |
| Annual return | -9.72% | -13.81%+4.1pp | -12.16%+2.4pp | -7.85%-1.9pp |
| Employer contribution / active EE | $428 | $2,193-80.5% | $2,922-85.3% | $2,597-83.5% |
| Participant deferral / active EE | $3,982 | $3,626+9.8% | $4,565-12.8% | $4,028-1.1% |
| Admin fee / account holder | $5,167 | $5,897-12.4% | $8,446-38.8% | $5,403-4.4% |