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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 | $13,332 | $81,358-83.6% | $155,556-91.4% | $80,959-83.5% |
| Participation rate | 92.3% | 66.3%+26.0pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 12.86% | 33.39%-20.5pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $263 | $3,106-91.5% | $4,675-94.4% | $2,757-90.4% |
| Participant deferral / active EE | $3,051 | $3,455-11.7% | $5,631-45.8% | $4,300-29.1% |
| Admin fee / account holder | $467 | $7,994-94.2% | $15,885-97.1% | $6,925-93.3% |