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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 | $47,502 | $77,962-39.1% | $178,540-73.4% | $80,935-41.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 15.56% | 18.10%-2.5pp | 27.15%-11.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $410 | $2,280-82.0% | $3,953-89.6% | $2,757-85.1% |
| Participant deferral / active EE | $4,099 | $4,404-6.9% | $6,281-34.7% | $4,299-4.7% |
| Admin fee / account holder | $2,290 | $7,156-68.0% | $10,424-78.0% | $6,924-66.9% |