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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 | $130,245 | $138,393-5.9% | $184,256-29.3% | $80,959+60.9% |
| Participation rate | 80.6% | 83.9%-3.3pp | 86.8%-6.2pp | 67.7%+13.0pp |
| Annual return | 15.27% | 20.01%-4.7pp | 28.85%-13.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $205 | $4,847-95.8% | $6,427-96.8% | $2,757-92.6% |
| Participant deferral / active EE | $4,622 | $7,076-34.7% | $9,133-49.4% | $4,300+7.5% |
| Admin fee / account holder | $4,993 | $10,489-52.4% | $13,899-64.1% | $6,925-27.9% |