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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 | $63,491 | $53,774+18.1% | $134,162-52.7% | $79,852-20.5% |
| Participation rate | 76.7% | 58.8%+18.0pp | 72.2%+4.6pp | 69.6%+7.1pp |
| Annual return | 15.57% | 19.01%-3.4pp | 36.35%-20.8pp | 31.72%-16.2pp |
| Employer contribution / active EE | $228 | $1,322-82.8% | $3,705-93.9% | $2,471-90.8% |
| Participant deferral / active EE | $1,495 | $2,420-38.2% | $3,500-57.3% | $3,740-60.0% |
| Admin fee / account holder | $1,323 | $3,985-66.8% | $6,685-80.2% | $5,306-75.1% |