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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 | $47,436 | $138,393-65.7% | $184,256-74.3% | $80,959-41.4% |
| Participation rate | 70.6% | 83.9%-13.3pp | 86.8%-16.2pp | 67.7%+2.9pp |
| Annual return | 13.07% | 20.01%-6.9pp | 28.85%-15.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $928 | $4,847-80.9% | $6,427-85.6% | $2,757-66.4% |
| Participant deferral / active EE | $5,267 | $7,076-25.6% | $9,133-42.3% | $4,300+22.5% |
| Admin fee / account holder | $1,428 | $10,489-86.4% | $13,899-89.7% | $6,925-79.4% |