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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 | $52,076 | $83,485-37.6% | $125,195-58.4% | $72,976-28.6% |
| Participation rate | 84.2% | 73.3%+10.9pp | 79.8%+4.4pp | 69.5%+14.7pp |
| Annual return | 23.02% | 25.77%-2.7pp | 43.79%-20.8pp | 81.02%-58.0pp |
| Employer contribution / active EE | $405 | $2,346-82.8% | $3,866-89.5% | $2,440-83.4% |
| Participant deferral / active EE | $2,240 | $3,586-37.5% | $4,937-54.6% | $3,608-37.9% |
| Admin fee / account holder | $2,993 | $5,518-45.8% | $9,704-69.2% | $5,124-41.6% |