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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 | $47,090 | $88,672-46.9% | $105,223-55.2% | $82,448-42.9% |
| Participation rate | 73.1% | 67.9%+5.2pp | 75.0%-2.0pp | 68.1%+5.0pp |
| Annual return | 12.98% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $367 | $3,048-88.0% | $3,689-90.1% | $2,551-85.6% |
| Participant deferral / active EE | $3,168 | $4,036-21.5% | $5,072-37.5% | $4,139-23.5% |
| Admin fee / account holder | $2,230 | $7,146-68.8% | $8,859-74.8% | $7,234-69.2% |