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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 | $97,550-48.6% | $120,344-58.3% | $87,485-42.7% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.7%+16.6pp | 68.9%+24.4pp |
| Annual return | 16.55% | 18.41%-1.9pp | 20.30%-3.8pp | 26.06%-9.5pp |
| Employer contribution / active EE | $214 | $2,291-90.7% | $3,020-92.9% | $2,596-91.8% |
| Participant deferral / active EE | $2,502 | $4,230-40.8% | $5,135-51.3% | $4,274-41.4% |
| Admin fee / account holder | $8,859 | $9,543-7.2% | $12,742-30.5% | $7,775+13.9% |