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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 | $15,862 | $76,407-79.2% | $150,298-89.4% | $82,448-80.8% |
| Participation rate | 92.9% | 66.4%+26.5pp | 77.8%+15.1pp | 68.1%+24.8pp |
| Annual return | 14.84% | 39.99%-25.2pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $253 | $2,614-90.3% | $4,154-93.9% | $2,551-90.1% |
| Participant deferral / active EE | $2,754 | $3,214-14.3% | $5,453-49.5% | $4,139-33.5% |
| Admin fee / account holder | $692 | $6,352-89.1% | $14,116-95.1% | $7,234-90.4% |