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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 | $52,977 | $56,894-6.9% | $84,753-37.5% | $62,881-15.7% |
| Participation rate | 74.4% | 68.5%+5.9pp | 76.6%-2.2pp | 69.3%+5.1pp |
| Annual return | 7.37% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $241 | $2,400-90.0% | $3,574-93.3% | $2,281-89.4% |
| Participant deferral / active EE | $3,073 | $2,709+13.4% | $3,712-17.2% | $3,203-4.1% |
| Admin fee / account holder | $1,726 | $3,581-51.8% | $5,333-67.6% | $4,296-59.8% |