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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 | $20,922 | $43,333-51.7% | $59,883-65.1% | $64,181-67.4% |
| Participation rate | 84.0% | 69.2%+14.8pp | 74.7%+9.3pp | 69.6%+14.4pp |
| Annual return | -4.79% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $213 | $2,029-89.5% | $2,722-92.2% | $2,381-91.1% |
| Participant deferral / active EE | $1,962 | $2,547-23.0% | $3,402-42.3% | $3,470-43.5% |
| Admin fee / account holder | $1,010 | $3,006-66.4% | $3,591-71.9% | $4,887-79.3% |