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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 | $76,380 | $112,729-32.2% | $98,716-22.6% | $137,256-44.4% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 21.61% | 38.48%-16.9pp | 31.81%-10.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $322 | $2,725-88.2% | $2,279-85.9% | $4,156-92.3% |
| Participant deferral / active EE | $5,889 | $4,640+26.9% | $4,048+45.5% | $6,407-8.1% |
| Admin fee / account holder | $5,250 | $10,129-48.2% | $8,703-39.7% | $12,270-57.2% |