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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 | $50,556 | $84,953-40.5% | $163,379-69.1% | $82,637-38.8% |
| Participation rate | 95.0% | 65.9%+29.1pp | 76.8%+18.2pp | 68.1%+26.9pp |
| Annual return | 17.17% | 23.07%-5.9pp | 63.41%-46.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $414 | $2,183-81.0% | $3,752-89.0% | $2,552-83.8% |
| Participant deferral / active EE | $5,397 | $4,326+24.7% | $6,282-14.1% | $4,126+30.8% |
| Admin fee / account holder | $2,791 | $7,921-64.8% | $9,818-71.6% | $7,339-62.0% |