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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 | $40,946 | $100,262-59.2% | $81,370-49.7% | $145,897-71.9% |
| Participation rate | 78.9% | 74.3%+4.7pp | 69.5%+9.4pp | 80.3%-1.4pp |
| Annual return | 14.24% | 34.52%-20.3pp | 24.85%-10.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $147 | $2,979-95.1% | $2,464-94.0% | $4,663-96.8% |
| Participant deferral / active EE | $1,333 | $4,612-71.1% | $3,885-65.7% | $6,689-80.1% |
| Admin fee / account holder | $12,603 | $8,163+54.4% | $5,749+119.2% | $13,390-5.9% |