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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 | $88,685 | $72,273+22.7% | $101,275-12.4% | $79,856+11.1% |
| Participation rate | 72.1% | 68.5%+3.6pp | 75.8%-3.7pp | 69.6%+2.5pp |
| Annual return | 17.16% | 22.30%-5.1pp | 46.48%-29.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $119 | $2,691-95.6% | $3,660-96.7% | $2,471-95.2% |
| Participant deferral / active EE | $2,384 | $3,282-27.4% | $4,371-45.5% | $3,741-36.3% |
| Admin fee / account holder | $4,779 | $4,401+8.6% | $5,948-19.6% | $5,306-9.9% |