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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 | $43,849 | $124,425-64.8% | $112,040-60.9% | $137,256-68.1% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 15.17% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $693 | $3,411-79.7% | $2,954-76.5% | $4,156-83.3% |
| Participant deferral / active EE | $4,621 | $5,718-19.2% | $5,098-9.3% | $6,407-27.9% |
| Admin fee / account holder | $1,245 | $15,207-91.8% | $12,098-89.7% | $12,270-89.9% |