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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 | $61,049 | $145,431-58.0% | $211,142-71.1% | $87,485-30.2% |
| Participation rate | 71.3% | 84.7%-13.5pp | 87.3%-16.0pp | 68.9%+2.3pp |
| Annual return | 15.00% | 27.21%-12.2pp | 46.84%-31.8pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,250 | $4,662-73.2% | $6,442-80.6% | $2,596-51.9% |
| Participant deferral / active EE | $3,898 | $6,859-43.2% | $9,284-58.0% | $4,274-8.8% |
| Admin fee / account holder | $3,371 | $17,052-80.2% | $19,076-82.3% | $7,775-56.6% |