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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 | $48,750 | $95,453-48.9% | $112,040-56.5% | $82,448-40.9% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 19.19% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $381 | $2,318-83.6% | $2,954-87.1% | $2,551-85.1% |
| Participant deferral / active EE | $3,009 | $4,224-28.8% | $5,098-41.0% | $4,139-27.3% |
| Admin fee / account holder | $9,844 | $9,013+9.2% | $12,098-18.6% | $7,234+36.1% |