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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 | $33,350 | $93,598-64.4% | $135,974-75.5% | $75,173-55.6% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 20.44% | 30.89%-10.4pp | 68.30%-47.9pp | 160.72%-140.3pp |
| Employer contribution / active EE | $434 | $3,538-87.7% | $4,859-91.1% | $2,671-83.7% |
| Participant deferral / active EE | $4,450 | $6,405-30.5% | $7,760-42.7% | $4,126+7.9% |
| Admin fee / account holder | $1,364 | $6,978-80.4% | $10,767-87.3% | $5,651-75.9% |