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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 | $110,751 | $138,312-19.9% | $122,979-9.9% | $155,188-28.6% |
| Participation rate | 73.3% | 80.2%-6.9pp | 77.2%-3.9pp | 80.8%-7.5pp |
| Annual return | 17.80% | 22.06%-4.3pp | 20.12%-2.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $430 | $3,530-87.8% | $3,062-85.9% | $4,248-89.9% |
| Participant deferral / active EE | $3,341 | $5,592-40.3% | $5,003-33.2% | $6,531-48.8% |
| Admin fee / account holder | $422 | $15,089-97.2% | $12,864-96.7% | $14,480-97.1% |