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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 | $9,591 | $76,407-87.4% | $150,298-93.6% | $82,448-88.4% |
| Participation rate | 73.3% | 66.4%+6.9pp | 77.8%-4.4pp | 68.1%+5.3pp |
| Annual return | 14.09% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $296 | $2,614-88.7% | $4,154-92.9% | $2,551-88.4% |
| Participant deferral / active EE | $1,739 | $3,214-45.9% | $5,453-68.1% | $4,139-58.0% |
| Admin fee / account holder | $2,397 | $6,352-62.3% | $14,116-83.0% | $7,234-66.9% |