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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 | $53,234 | $95,453-44.2% | $112,040-52.5% | $82,448-35.4% |
| Participation rate | 94.7% | 72.8%+22.0pp | 76.5%+18.2pp | 68.1%+26.7pp |
| Annual return | 14.01% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $322 | $2,318-86.1% | $2,954-89.1% | $2,551-87.4% |
| Participant deferral / active EE | $2,426 | $4,224-42.6% | $5,098-52.4% | $4,139-41.4% |
| Admin fee / account holder | $1,656 | $9,013-81.6% | $12,098-86.3% | $7,234-77.1% |