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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 | $26,033 | $52,467-50.4% | $57,196-54.5% | $55,167-52.8% |
| Participation rate | 74.5% | 75.8%-1.3pp | 75.3%-0.8pp | 69.0%+5.5pp |
| Annual return | 7.99% | 7.72%+0.3pp | 14.59%-6.6pp | 169.23%-161.2pp |
| Employer contribution / active EE | $452 | $2,477-81.8% | $2,683-83.2% | $1,963-77.0% |
| Participant deferral / active EE | $2,017 | $2,830-28.7% | $3,096-34.8% | $3,054-33.9% |
| Admin fee / account holder | $2,344 | $269+771.3% | $3,141-25.4% | $504+365.2% |