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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 | $36,541 | $45,082-18.9% | $69,464-47.4% | $72,975-49.9% |
| Participation rate | 81.1% | 68.5%+12.6pp | 74.6%+6.5pp | 69.5%+11.6pp |
| Annual return | 16.43% | 22.66%-6.2pp | 28.98%-12.6pp | 81.01%-64.6pp |
| Employer contribution / active EE | $170 | $2,055-91.7% | $2,779-93.9% | $2,440-93.0% |
| Participant deferral / active EE | $1,193 | $2,604-54.2% | $3,536-66.3% | $3,608-66.9% |
| Admin fee / account holder | $2,272 | $3,057-25.7% | $3,840-40.8% | $5,124-55.7% |