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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 | $10,727 | $78,690-86.4% | $161,489-93.4% | $87,485-87.7% |
| Participation rate | 72.4% | 67.5%+4.9pp | 78.7%-6.3pp | 68.9%+3.5pp |
| Annual return | 15.10% | 32.74%-17.6pp | 89.72%-74.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $176 | $2,588-93.2% | $4,268-95.9% | $2,596-93.2% |
| Participant deferral / active EE | $1,495 | $3,311-54.8% | $5,630-73.4% | $4,274-65.0% |
| Admin fee / account holder | $1,244 | $6,724-81.5% | $16,006-92.2% | $7,775-84.0% |