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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 | $96,155 | $146,267-34.3% | $197,124-51.2% | $82,448+16.6% |
| Participation rate | 84.4% | 84.0%+0.4pp | 86.7%-2.3pp | 68.1%+16.3pp |
| Annual return | 16.45% | 29.61%-13.2pp | 44.34%-27.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $776 | $4,723-83.6% | $6,227-87.5% | $2,551-69.6% |
| Participant deferral / active EE | $4,989 | $7,035-29.1% | $9,135-45.4% | $4,139+20.5% |
| Admin fee / account holder | $12,715 | $14,422-11.8% | $16,298-22.0% | $7,234+75.8% |