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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 | $225,384 | $124,425+81.1% | $112,040+101.2% | $137,256+64.2% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 12.37% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $451 | $3,411-86.8% | $2,954-84.7% | $4,156-89.2% |
| Participant deferral / active EE | $3,338 | $5,718-41.6% | $5,098-34.5% | $6,407-47.9% |
| Admin fee / account holder | $12,378 | $15,207-18.6% | $12,098+2.3% | $12,270+0.9% |