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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 | $152,117 | $88,672+71.5% | $105,223+44.6% | $82,448+84.5% |
| Participation rate | 72.0% | 67.9%+4.1pp | 75.0%-3.0pp | 68.1%+3.9pp |
| Annual return | 17.18% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $731 | $3,048-76.0% | $3,689-80.2% | $2,551-71.4% |
| Participant deferral / active EE | $3,984 | $4,036-1.3% | $5,072-21.5% | $4,139-3.8% |
| Admin fee / account holder | $2,495 | $7,146-65.1% | $8,859-71.8% | $7,234-65.5% |