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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 | $35,223 | $67,602-47.9% | $82,312-57.2% | $70,126-49.8% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 14.92% | 21.57%-6.6pp | 25.88%-11.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $296 | $1,755-83.1% | $2,428-87.8% | $2,343-87.3% |
| Participant deferral / active EE | $1,389 | $2,987-53.5% | $3,706-62.5% | $3,332-58.3% |
| Admin fee / account holder | $1,001 | $4,512-77.8% | $5,608-82.2% | $4,645-78.5% |