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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 | $45,847 | $86,050-46.7% | $189,758-75.8% | $94,015-51.2% |
| Participation rate | 76.9% | 68.9%+8.0pp | 79.8%-2.9pp | 70.8%+6.1pp |
| Annual return | 15.50% | 17.77%-2.3pp | 52.62%-37.1pp | 17.84%-2.3pp |
| Employer contribution / active EE | $277 | $2,819-90.2% | $4,767-94.2% | $2,790-90.1% |
| Participant deferral / active EE | $3,357 | $3,349+0.3% | $5,856-42.7% | $4,249-21.0% |
| Admin fee / account holder | $1,684 | $6,627-74.6% | $20,388-91.7% | $8,951-81.2% |