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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 | $52,637 | $87,106-39.6% | $105,607-50.2% | $80,935-35.0% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.3%+21.3pp | 67.7%+28.9pp |
| Annual return | 10.27% | 17.01%-6.7pp | 116.11%-105.8pp | 35.66%-25.4pp |
| Employer contribution / active EE | $458 | $2,396-80.9% | $3,167-85.5% | $2,757-83.4% |
| Participant deferral / active EE | $2,634 | $3,986-33.9% | $5,011-47.4% | $4,299-38.7% |
| Admin fee / account holder | $2,579 | $8,447-69.5% | $10,958-76.5% | $6,924-62.8% |