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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 | $44,795 | $76,371-41.3% | $93,621-52.2% | $72,975-38.6% |
| Participation rate | 71.0% | 71.8%-0.8pp | 75.8%-4.9pp | 69.5%+1.5pp |
| Annual return | 22.76% | 25.82%-3.1pp | 32.76%-10.0pp | 81.01%-58.2pp |
| Employer contribution / active EE | $2 | $2,276-99.9% | $2,719-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $2,210 | $3,538-37.5% | $4,070-45.7% | $3,608-38.7% |
| Admin fee / account holder | $537 | $6,839-92.1% | $7,890-93.2% | $5,124-89.5% |