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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 | $50,164 | $95,453-47.4% | $112,040-55.2% | $82,448-39.2% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 16.55% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $214 | $2,318-90.8% | $2,954-92.8% | $2,551-91.6% |
| Participant deferral / active EE | $2,502 | $4,224-40.8% | $5,098-50.9% | $4,139-39.5% |
| Admin fee / account holder | $8,859 | $9,013-1.7% | $12,098-26.8% | $7,234+22.5% |