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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 | $34,410 | $129,737-73.5% | $119,126-71.1% | $154,746-77.8% |
| Participation rate | 76.9% | 78.9%-1.9pp | 75.8%+1.2pp | 80.7%-3.8pp |
| Annual return | 12.30% | 379.08%-366.8pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $170 | $4,375-96.1% | $4,034-95.8% | $4,379-96.1% |
| Participant deferral / active EE | $2,251 | $5,842-61.5% | $5,318-57.7% | $6,730-66.5% |
| Admin fee / account holder | $1,638 | $11,961-86.3% | $10,693-84.7% | $14,365-88.6% |