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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 | $30,002 | $86,949-65.5% | $102,460-70.7% | $80,959-62.9% |
| Participation rate | 97.9% | 72.4%+25.6pp | 76.5%+21.4pp | 67.7%+30.3pp |
| Annual return | 13.12% | 18.89%-5.8pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $518 | $2,370-78.1% | $3,025-82.9% | $2,757-81.2% |
| Participant deferral / active EE | $4,685 | $4,121+13.7% | $5,056-7.3% | $4,300+9.0% |
| Admin fee / account holder | $2,252 | $8,048-72.0% | $9,460-76.2% | $6,925-67.5% |