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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 | $59,034 | $95,404-38.1% | $113,397-47.9% | $82,637-28.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.20% | 19.08%-0.9pp | 23.20%-5.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $571 | $2,307-75.2% | $2,977-80.8% | $2,552-77.6% |
| Participant deferral / active EE | $3,886 | $4,220-7.9% | $5,076-23.4% | $4,126-5.8% |
| Admin fee / account holder | $2,638 | $9,168-71.2% | $11,957-77.9% | $7,339-64.1% |