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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 | $38,265 | $124,980-69.4% | $108,359-64.7% | $154,746-75.3% |
| Participation rate | 70.0% | 75.2%-5.2pp | 70.1%-0.1pp | 80.7%-10.7pp |
| Annual return | 41.76% | 45.00%-3.2pp | 36.89%+4.9pp | 172.34%-130.6pp |
| Employer contribution / active EE | $200 | $2,851-93.0% | $2,399-91.6% | $4,379-95.4% |
| Participant deferral / active EE | $2,490 | $4,743-47.5% | $4,137-39.8% | $6,730-63.0% |
| Admin fee / account holder | $3,188 | $11,502-72.3% | $9,741-67.3% | $14,365-77.8% |