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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 | $150,154 | $86,940+72.7% | $102,434+46.6% | $80,935+85.5% |
| Participation rate | 71.0% | 72.4%-1.4pp | 76.5%-5.5pp | 67.7%+3.3pp |
| Annual return | 15.33% | 18.89%-3.6pp | 29.46%-14.1pp | 35.66%-20.3pp |
| Employer contribution / active EE | $509 | $2,370-78.5% | $3,023-83.2% | $2,757-81.6% |
| Participant deferral / active EE | $4,046 | $4,121-1.8% | $5,055-20.0% | $4,299-5.9% |
| Admin fee / account holder | $4,157 | $8,047-48.3% | $9,462-56.1% | $6,924-40.0% |