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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 | $97,578 | $101,798-4.1% | $165,071-40.9% | $80,935+20.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 19.82% | 16.73%+3.1pp | 70.17%-50.3pp | 35.66%-15.8pp |
| Employer contribution / active EE | $703 | $2,954-76.2% | $4,347-83.8% | $2,757-74.5% |
| Participant deferral / active EE | $4,288 | $4,476-4.2% | $6,035-29.0% | $4,299-0.3% |
| Admin fee / account holder | $1,397 | $8,221-83.0% | $12,695-89.0% | $6,924-79.8% |