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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 | $43,259 | $126,661-65.8% | $113,397-61.9% | $138,895-68.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.5%+11.0pp | 79.9%+7.6pp |
| Annual return | 13.16% | 25.05%-11.9pp | 23.20%-10.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $478 | $3,456-86.2% | $2,977-83.9% | $4,194-88.6% |
| Participant deferral / active EE | $3,564 | $5,693-37.4% | $5,076-29.8% | $6,396-44.3% |
| Admin fee / account holder | $2,348 | $14,549-83.9% | $11,957-80.4% | $12,562-81.3% |