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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 | $111,709 | $99,345+12.4% | $84,753+31.8% | $273,972-59.2% |
| Participation rate | 78.3% | 80.7%-2.4pp | 76.6%+1.7pp | 83.0%-4.8pp |
| Annual return | 4.81% | 22.93%-18.1pp | 22.78%-18.0pp | 41.46%-36.6pp |
| Employer contribution / active EE | $155 | $4,214-96.3% | $3,574-95.7% | $4,869-96.8% |
| Participant deferral / active EE | $3,066 | $4,270-28.2% | $3,712-17.4% | $5,287-42.0% |
| Admin fee / account holder | $533 | $6,645-92.0% | $5,333-90.0% | $10,133-94.7% |