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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 | $44,017 | $86,949-49.4% | $102,460-57.0% | $80,959-45.6% |
| Participation rate | 93.6% | 72.4%+21.2pp | 76.5%+17.1pp | 67.7%+25.9pp |
| Annual return | 12.75% | 18.89%-6.1pp | 29.47%-16.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $569 | $2,370-76.0% | $3,025-81.2% | $2,757-79.4% |
| Participant deferral / active EE | $3,278 | $4,121-20.5% | $5,056-35.2% | $4,300-23.8% |
| Admin fee / account holder | $1,792 | $8,048-77.7% | $9,460-81.1% | $6,925-74.1% |