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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 | $89,276 | $72,492+23.2% | $87,104+2.5% | $72,975+22.3% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.9%-6.3pp | 69.5%+1.1pp |
| Annual return | 19.26% | 24.46%-5.2pp | 28.19%-8.9pp | 81.01%-61.8pp |
| Employer contribution / active EE | $372 | $1,894-80.3% | $2,521-85.2% | $2,440-84.7% |
| Participant deferral / active EE | $3,450 | $3,270+5.5% | $4,048-14.8% | $3,608-4.4% |
| Admin fee / account holder | $3,549 | $5,055-29.8% | $7,491-52.6% | $5,124-30.7% |