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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 | $19,770 | $88,996-77.8% | $78,004-74.7% | $138,895-85.8% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.4%+16.3pp | 79.9%+5.8pp |
| Annual return | 22.03% | 28.03%-6.0pp | 31.07%-9.0pp | 145.39%-123.4pp |
| Employer contribution / active EE | $54 | $2,917-98.2% | $2,469-97.8% | $4,194-98.7% |
| Participant deferral / active EE | $2,083 | $4,724-55.9% | $4,092-49.1% | $6,396-67.4% |
| Admin fee / account holder | $536 | $8,807-93.9% | $7,578-92.9% | $12,562-95.7% |