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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 | $46,644 | $91,559-49.1% | $133,978-65.2% | $79,856-41.6% |
| Participation rate | 72.7% | 73.3%-0.6pp | 79.8%-7.1pp | 69.6%+3.1pp |
| Annual return | 13.89% | 61.85%-48.0pp | 45.10%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $408 | $2,384-82.9% | $3,919-89.6% | $2,471-83.5% |
| Participant deferral / active EE | $1,901 | $3,734-49.1% | $5,047-62.3% | $3,741-49.2% |
| Admin fee / account holder | $1,963 | $6,321-68.9% | $8,930-78.0% | $5,306-63.0% |