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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 | $36,200 | $73,787-50.9% | $98,716-63.3% | $82,448-56.1% |
| Participation rate | 81.5% | 61.4%+20.1pp | 69.3%+12.2pp | 68.1%+13.5pp |
| Annual return | 14.62% | 18.57%-3.9pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $235 | $1,511-84.5% | $2,279-89.7% | $2,551-90.8% |
| Participant deferral / active EE | $4,989 | $3,081+61.9% | $4,048+23.2% | $4,139+20.5% |
| Admin fee / account holder | $2,252 | $6,500-65.4% | $8,703-74.1% | $7,234-68.9% |