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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 | $36,339 | $72,492-49.9% | $87,104-58.3% | $72,975-50.2% |
| Participation rate | 90.2% | 72.8%+17.4pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 18.43% | 24.46%-6.0pp | 28.19%-9.8pp | 81.01%-62.6pp |
| Employer contribution / active EE | $344 | $1,894-81.9% | $2,521-86.4% | $2,440-85.9% |
| Participant deferral / active EE | $1,908 | $3,270-41.6% | $4,048-52.9% | $3,608-47.1% |
| Admin fee / account holder | $4,441 | $5,055-12.1% | $7,491-40.7% | $5,124-13.3% |