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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 | $21,809 | $63,365-65.6% | $91,994-76.3% | $72,975-70.1% |
| Participation rate | 90.7% | 72.5%+18.2pp | 78.6%+12.1pp | 69.5%+21.2pp |
| Annual return | 26.90% | 35.35%-8.4pp | 69.04%-42.1pp | 81.01%-54.1pp |
| Employer contribution / active EE | $180 | $2,116-91.5% | $3,453-94.8% | $2,440-92.6% |
| Participant deferral / active EE | $4,768 | $4,883-2.4% | $5,924-19.5% | $3,608+32.2% |
| Admin fee / account holder | $853 | $4,670-81.7% | $7,744-89.0% | $5,124-83.4% |