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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 | $47,482 | $95,404-50.2% | $113,397-58.1% | $82,637-42.5% |
| Participation rate | 76.1% | 72.8%+3.2pp | 76.5%-0.4pp | 68.1%+8.0pp |
| Annual return | 20.12% | 19.08%+1.0pp | 23.20%-3.1pp | 53.51%-33.4pp |
| Employer contribution / active EE | $201 | $2,307-91.3% | $2,977-93.2% | $2,552-92.1% |
| Participant deferral / active EE | $8,264 | $4,220+95.8% | $5,076+62.8% | $4,126+100.3% |
| Admin fee / account holder | $5,308 | $9,168-42.1% | $11,957-55.6% | $7,339-27.7% |