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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 | $177,115 | $146,267+21.1% | $197,124-10.2% | $82,448+114.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 86.7%-8.9pp | 68.1%+9.7pp |
| Annual return | 16.55% | 29.61%-13.1pp | 44.34%-27.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,557 | $4,723-67.0% | $6,227-75.0% | $2,551-39.0% |
| Participant deferral / active EE | $10,013 | $7,035+42.3% | $9,135+9.6% | $4,139+141.9% |
| Admin fee / account holder | $766 | $14,422-94.7% | $16,298-95.3% | $7,234-89.4% |