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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 | $52,383 | $138,312-62.1% | $122,979-57.4% | $155,188-66.2% |
| Participation rate | 85.7% | 80.2%+5.5pp | 77.2%+8.5pp | 80.8%+4.9pp |
| Annual return | 16.82% | 22.06%-5.2pp | 20.12%-3.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $708 | $3,530-80.0% | $3,062-76.9% | $4,248-83.3% |
| Participant deferral / active EE | $2,762 | $5,592-50.6% | $5,003-44.8% | $6,531-57.7% |
| Admin fee / account holder | $1,246 | $15,089-91.7% | $12,864-90.3% | $14,480-91.4% |