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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 | $22,882 | $127,387-82.0% | $115,038-80.1% | $125,389-81.8% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -1.78% | 31.28%-33.1pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $279 | $5,166-94.6% | $4,608-93.9% | $4,866-94.3% |
| Participant deferral / active EE | $2,840 | $6,423-55.8% | $6,026-52.9% | $5,352-46.9% |
| Admin fee / account holder | $6,469 | $9,516-32.0% | $8,175-20.9% | $9,541-32.2% |