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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 | $75,541-90.0% | $152,093-95.0% | $82,637-90.9% |
| Participation rate | 80.8% | 66.5%+14.2pp | 77.8%+3.0pp | 68.1%+12.7pp |
| Annual return | 22.69% | 32.56%-9.9pp | 66.36%-43.7pp | 53.51%-30.8pp |
| Employer contribution / active EE | $232 | $2,622-91.1% | $4,175-94.4% | $2,552-90.9% |
| Participant deferral / active EE | $2,903 | $3,206-9.4% | $5,451-46.7% | $4,126-29.6% |
| Admin fee / account holder | $537 | $6,405-91.6% | $14,497-96.3% | $7,339-92.7% |