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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 | $55,119 | $199,109-72.3% | $173,730-68.3% | $154,746-64.4% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 18.13% | 20.02%-1.9pp | 19.96%-1.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,147 | $5,311-78.4% | $4,577-74.9% | $4,379-73.8% |
| Participant deferral / active EE | $3,825 | $7,113-46.2% | $6,326-39.5% | $6,730-43.2% |
| Admin fee / account holder | $1,676 | $20,916-92.0% | $17,523-90.4% | $14,365-88.3% |