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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 | $29,116 | $49,791-41.5% | $78,210-62.8% | $70,126-58.5% |
| Participation rate | 84.3% | 62.3%+22.0pp | 68.7%+15.6pp | 69.5%+14.7pp |
| Annual return | 14.90% | 20.75%-5.8pp | 40.90%-26.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $177 | $1,430-87.6% | $2,034-91.3% | $2,343-92.4% |
| Participant deferral / active EE | $1,594 | $2,150-25.9% | $2,823-43.5% | $3,332-52.2% |
| Admin fee / account holder | $1,673 | $3,181-47.4% | $3,758-55.5% | $4,645-64.0% |