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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 | $7,550 | $76,407-90.1% | $150,298-95.0% | $82,448-90.8% |
| Participation rate | 80.8% | 66.4%+14.4pp | 77.8%+3.0pp | 68.1%+12.7pp |
| Annual return | 22.69% | 39.99%-17.3pp | 62.79%-40.1pp | 41.64%-18.9pp |
| Employer contribution / active EE | $232 | $2,614-91.1% | $4,154-94.4% | $2,551-90.9% |
| Participant deferral / active EE | $2,903 | $3,214-9.7% | $5,453-46.8% | $4,139-29.9% |
| Admin fee / account holder | $537 | $6,352-91.5% | $14,116-96.2% | $7,234-92.6% |