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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 | $47,958 | $88,672-45.9% | $105,223-54.4% | $82,448-41.8% |
| Participation rate | 78.0% | 67.9%+10.1pp | 75.0%+3.0pp | 68.1%+9.9pp |
| Annual return | 14.51% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $472 | $3,048-84.5% | $3,689-87.2% | $2,551-81.5% |
| Participant deferral / active EE | $2,473 | $4,036-38.7% | $5,072-51.2% | $4,139-40.3% |
| Admin fee / account holder | $3,815 | $7,146-46.6% | $8,859-56.9% | $7,234-47.3% |