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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 | $145,431-33.9% | $211,142-54.5% | $87,485+9.9% |
| Participation rate | 84.4% | 84.7%-0.4pp | 87.3%-2.9pp | 68.9%+15.4pp |
| Annual return | 16.45% | 27.21%-10.8pp | 46.84%-30.4pp | 26.06%-9.6pp |
| Employer contribution / active EE | $776 | $4,662-83.3% | $6,442-88.0% | $2,596-70.1% |
| Participant deferral / active EE | $4,989 | $6,859-27.3% | $9,284-46.3% | $4,274+16.7% |
| Admin fee / account holder | $12,715 | $17,052-25.4% | $19,076-33.3% | $7,775+63.5% |