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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 | $23,411 | $72,272-67.6% | $101,264-76.9% | $79,858-70.7% |
| Participation rate | 72.9% | 68.5%+4.4pp | 75.8%-2.9pp | 69.6%+3.2pp |
| Annual return | 17.17% | 22.30%-5.1pp | 46.48%-29.3pp | 31.72%-14.5pp |
| Employer contribution / active EE | $349 | $2,692-87.0% | $3,660-90.5% | $2,471-85.9% |
| Participant deferral / active EE | $1,594 | $3,282-51.4% | $4,370-63.5% | $3,740-57.4% |
| Admin fee / account holder | $510 | $4,401-88.4% | $5,947-91.4% | $5,306-90.4% |