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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 | $10,839 | $81,276-86.7% | $155,574-93.0% | $80,925-86.6% |
| Participation rate | 85.2% | 66.2%+18.9pp | 78.2%+7.0pp | 67.7%+17.5pp |
| Annual return | 12.41% | 33.36%-20.9pp | 64.87%-52.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $373 | $3,103-88.0% | $4,676-92.0% | $2,756-86.5% |
| Participant deferral / active EE | $2,122 | $3,453-38.5% | $5,629-62.3% | $4,299-50.6% |
| Admin fee / account holder | $1,378 | $7,993-82.8% | $15,914-91.3% | $6,940-80.1% |