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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 | $43,412 | $81,476-46.7% | $102,383-57.6% | $80,925-46.4% |
| Participation rate | 72.4% | 66.8%+5.6pp | 74.5%-2.1pp | 67.7%+4.8pp |
| Annual return | 13.76% | 25.59%-11.8pp | 24.94%-11.2pp | 35.65%-21.9pp |
| Employer contribution / active EE | $374 | $3,105-88.0% | $3,870-90.3% | $2,756-86.4% |
| Participant deferral / active EE | $2,081 | $3,871-46.2% | $5,060-58.9% | $4,299-51.6% |
| Admin fee / account holder | $3,084 | $6,717-54.1% | $8,391-63.3% | $6,940-55.6% |