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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 | $177,992 | $109,620+62.4% | $148,496+19.9% | $94,015+89.3% |
| Participation rate | 70.4% | 71.3%-0.9pp | 76.0%-5.7pp | 70.8%-0.5pp |
| Annual return | 10.72% | 17.54%-6.8pp | 12.33%-1.6pp | 17.84%-7.1pp |
| Employer contribution / active EE | $192 | $2,618-92.7% | $3,497-94.5% | $2,790-93.1% |
| Participant deferral / active EE | $2,156 | $3,831-43.7% | $4,808-55.2% | $4,249-49.3% |
| Admin fee / account holder | $1,545 | $10,050-84.6% | $19,547-92.1% | $8,951-82.7% |