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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 | $55,752 | $88,672-37.1% | $105,223-47.0% | $82,448-32.4% |
| Participation rate | 82.0% | 67.9%+14.1pp | 75.0%+7.0pp | 68.1%+13.9pp |
| Annual return | 14.68% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $391 | $3,048-87.2% | $3,689-89.4% | $2,551-84.7% |
| Participant deferral / active EE | $2,494 | $4,036-38.2% | $5,072-50.8% | $4,139-39.8% |
| Admin fee / account holder | $10,318 | $7,146+44.4% | $8,859+16.5% | $7,234+42.6% |