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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 | $49,307 | $75,541-34.7% | $152,093-67.6% | $82,637-40.3% |
| Participation rate | 71.0% | 66.5%+4.5pp | 77.8%-6.8pp | 68.1%+3.0pp |
| Annual return | 17.88% | 32.56%-14.7pp | 66.36%-48.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $230 | $2,622-91.2% | $4,175-94.5% | $2,552-91.0% |
| Participant deferral / active EE | $3,563 | $3,206+11.1% | $5,451-34.6% | $4,126-13.7% |
| Admin fee / account holder | $4,101 | $6,405-36.0% | $14,497-71.7% | $7,339-44.1% |