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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 | $62,055 | $74,535-16.7% | $100,712-38.4% | $82,637-24.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.83% | 18.92%-3.1pp | 33.27%-17.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $125 | $1,503-91.7% | $2,313-94.6% | $2,552-95.1% |
| Participant deferral / active EE | $5,523 | $3,074+79.7% | $4,085+35.2% | $4,126+33.9% |
| Admin fee / account holder | $2,733 | $6,576-58.4% | $9,256-70.5% | $7,339-62.8% |