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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 | $27,868 | $93,589-70.2% | $135,942-79.5% | $75,181-62.9% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 21.15% | 30.90%-9.8pp | 68.28%-47.1pp | 160.69%-139.5pp |
| Employer contribution / active EE | $416 | $3,537-88.2% | $4,858-91.4% | $2,671-84.4% |
| Participant deferral / active EE | $2,845 | $6,405-55.6% | $7,759-63.3% | $4,126-31.1% |
| Admin fee / account holder | $2,891 | $6,977-58.6% | $10,764-73.1% | $5,650-48.8% |