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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 | $3,867 | $72,071-94.6% | $68,368-94.3% | $137,256-97.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 14.32% | 353.14%-338.8pp | 292.57%-278.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $234 | $2,788-91.6% | $2,649-91.2% | $4,156-94.4% |
| Participant deferral / active EE | $1,193 | $4,410-73.0% | $4,123-71.1% | $6,407-81.4% |
| Admin fee / account holder | $314 | $5,336-94.1% | $5,150-93.9% | $12,270-97.4% |