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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 | $165,081 | $86,949+89.9% | $102,460+61.1% | $80,959+103.9% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.7%+11.6pp |
| Annual return | 13.24% | 18.89%-5.7pp | 29.47%-16.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $581 | $2,370-75.5% | $3,025-80.8% | $2,757-78.9% |
| Participant deferral / active EE | $4,527 | $4,121+9.8% | $5,056-10.5% | $4,300+5.3% |
| Admin fee / account holder | $1,698 | $8,048-78.9% | $9,460-82.0% | $6,925-75.5% |