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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 | $35,292 | $89,364-60.5% | $141,173-75.0% | $72,986-51.6% |
| Participation rate | 95.7% | 75.1%+20.5pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 23.37% | 111.86%-88.5pp | 71.40%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $301 | $3,115-90.3% | $4,735-93.7% | $2,440-87.7% |
| Participant deferral / active EE | $4,198 | $5,419-22.5% | $6,710-37.4% | $3,607+16.4% |
| Admin fee / account holder | $773 | $5,959-87.0% | $10,262-92.5% | $5,124-84.9% |