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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 | $27,216 | $72,607-62.5% | $90,259-69.8% | $87,485-68.9% |
| Participation rate | 92.3% | 64.8%+27.5pp | 70.7%+21.6pp | 68.9%+23.4pp |
| Annual return | 16.26% | 18.59%-2.3pp | 18.88%-2.6pp | 26.06%-9.8pp |
| Employer contribution / active EE | $175 | $1,919-90.9% | $2,291-92.4% | $2,596-93.3% |
| Participant deferral / active EE | $1,159 | $3,055-62.1% | $3,827-69.7% | $4,274-72.9% |
| Admin fee / account holder | $456 | $5,947-92.3% | $7,267-93.7% | $7,775-94.1% |