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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 | $11,230 | $58,627-80.8% | $76,735-85.4% | $82,448-86.4% |
| Participation rate | 82.6% | 63.2%+19.4pp | 69.5%+13.1pp | 68.1%+14.5pp |
| Annual return | 30.50% | 39.10%-8.6pp | 29.77%+0.7pp | 41.64%-11.1pp |
| Employer contribution / active EE | $184 | $1,729-89.4% | $2,454-92.5% | $2,551-92.8% |
| Participant deferral / active EE | $2,607 | $3,134-16.8% | $4,088-36.2% | $4,139-37.0% |
| Admin fee / account holder | $1,418 | $5,323-73.4% | $7,189-80.3% | $7,234-80.4% |