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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 | $25,042 | $89,259-71.9% | $107,187-76.6% | $82,637-69.7% |
| Participation rate | 96.4% | 67.9%+28.4pp | 75.0%+21.3pp | 68.1%+28.3pp |
| Annual return | 17.80% | 21.02%-3.2pp | 204.55%-186.8pp | 53.51%-35.7pp |
| Employer contribution / active EE | $624 | $3,080-79.8% | $3,782-83.5% | $2,552-75.6% |
| Participant deferral / active EE | $1,694 | $4,037-58.0% | $5,096-66.7% | $4,126-58.9% |
| Admin fee / account holder | $845 | $7,381-88.6% | $9,162-90.8% | $7,339-88.5% |