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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 | $40,909 | $88,042-53.5% | $138,135-70.4% | $79,852-48.8% |
| Participation rate | 90.6% | 71.4%+19.2pp | 78.7%+11.9pp | 69.6%+21.0pp |
| Annual return | 11.23% | 20.58%-9.3pp | 20.51%-9.3pp | 31.72%-20.5pp |
| Employer contribution / active EE | $761 | $3,103-75.5% | $5,587-86.4% | $2,471-69.2% |
| Participant deferral / active EE | $2,743 | $4,704-41.7% | $6,431-57.3% | $3,740-26.7% |
| Admin fee / account holder | $4,537 | $7,791-41.8% | $11,856-61.7% | $5,306-14.5% |