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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 | $91,623 | $136,860-33.1% | $120,344-23.9% | $154,746-40.8% |
| Participation rate | 81.8% | 79.9%+1.9pp | 76.7%+5.1pp | 80.7%+1.1pp |
| Annual return | 14.62% | 21.38%-6.8pp | 20.30%-5.7pp | 172.34%-157.7pp |
| Employer contribution / active EE | $446 | $3,533-87.4% | $3,020-85.2% | $4,379-89.8% |
| Participant deferral / active EE | $2,923 | $5,793-49.5% | $5,135-43.1% | $6,730-56.6% |
| Admin fee / account holder | $923 | $15,393-94.0% | $12,742-92.8% | $14,365-93.6% |