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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 | $78,690-79.8% | $161,489-90.2% | $87,485-81.9% |
| Participation rate | 92.9% | 67.5%+25.4pp | 78.7%+14.2pp | 68.9%+23.9pp |
| Annual return | 14.84% | 32.74%-17.9pp | 89.72%-74.9pp | 26.06%-11.2pp |
| Employer contribution / active EE | $253 | $2,588-90.2% | $4,268-94.1% | $2,596-90.2% |
| Participant deferral / active EE | $2,754 | $3,311-16.8% | $5,630-51.1% | $4,274-35.6% |
| Admin fee / account holder | $692 | $6,724-89.7% | $16,006-95.7% | $7,775-91.1% |