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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 | $81,276-83.6% | $155,574-91.4% | $80,925-83.5% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 12.86% | 33.36%-20.5pp | 64.87%-52.0pp | 35.65%-22.8pp |
| Employer contribution / active EE | $263 | $3,103-91.5% | $4,676-94.4% | $2,756-90.4% |
| Participant deferral / active EE | $3,051 | $3,453-11.6% | $5,629-45.8% | $4,299-29.0% |
| Admin fee / account holder | $467 | $7,993-94.2% | $15,914-97.1% | $6,940-93.3% |