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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 | $52,410 | $48,364+8.4% | $71,796-27.0% | $62,881-16.7% |
| Participation rate | 73.8% | 60.6%+13.2pp | 69.1%+4.7pp | 69.3%+4.5pp |
| Annual return | 6.05% | 13.16%-7.1pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $169 | $1,042-83.8% | $1,924-91.2% | $2,281-92.6% |
| Participant deferral / active EE | $2,183 | $2,091+4.4% | $2,794-21.9% | $3,203-31.8% |
| Admin fee / account holder | $3,516 | $3,771-6.8% | $4,815-27.0% | $4,296-18.2% |