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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 | $87,793 | $139,948-37.3% | $121,663-27.8% | $154,746-43.3% |
| Participation rate | 76.5% | 78.0%-1.5pp | 74.5%+2.0pp | 80.7%-4.2pp |
| Annual return | 14.73% | 230.52%-215.8pp | 147.54%-132.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $149 | $3,521-95.8% | $3,020-95.1% | $4,379-96.6% |
| Participant deferral / active EE | $3,061 | $5,629-45.6% | $4,887-37.4% | $6,730-54.5% |
| Admin fee / account holder | $4,942 | $17,321-71.5% | $14,289-65.4% | $14,365-65.6% |