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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 | $24,076 | $77,920-69.1% | $149,723-83.9% | $75,177-68.0% |
| Participation rate | 85.4% | 65.6%+19.8pp | 78.8%+6.6pp | 67.2%+18.2pp |
| Annual return | 14.14% | 31.72%-17.6pp | 134.50%-120.4pp | 160.75%-146.6pp |
| Employer contribution / active EE | $109 | $3,138-96.5% | $4,821-97.7% | $2,671-95.9% |
| Participant deferral / active EE | $3,802 | $3,411+11.4% | $5,682-33.1% | $4,126-7.9% |
| Admin fee / account holder | $4,482 | $5,951-24.7% | $13,215-66.1% | $5,651-20.7% |