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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 | $47,120 | $75,541-37.6% | $152,093-69.0% | $82,637-43.0% |
| Participation rate | 72.0% | 66.5%+5.5pp | 77.8%-5.8pp | 68.1%+3.9pp |
| Annual return | 19.80% | 32.56%-12.8pp | 66.36%-46.6pp | 53.51%-33.7pp |
| Employer contribution / active EE | $187 | $2,622-92.9% | $4,175-95.5% | $2,552-92.7% |
| Participant deferral / active EE | $1,987 | $3,206-38.0% | $5,451-63.5% | $4,126-51.8% |
| Admin fee / account holder | $514 | $6,405-92.0% | $14,497-96.5% | $7,339-93.0% |