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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 | $25,024 | $65,361-61.7% | $92,903-73.1% | $72,983-65.7% |
| Participation rate | 72.4% | 68.3%+4.1pp | 76.0%-3.6pp | 69.5%+2.9pp |
| Annual return | 24.92% | 42.11%-17.2pp | 109.43%-84.5pp | 81.01%-56.1pp |
| Employer contribution / active EE | $379 | $2,594-85.4% | $3,653-89.6% | $2,440-84.5% |
| Participant deferral / active EE | $1,693 | $3,128-45.9% | $4,238-60.1% | $3,608-53.1% |
| Admin fee / account holder | $1,933 | $4,251-54.5% | $5,795-66.6% | $5,124-62.3% |