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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 | $41,160 | $95,453-56.9% | $112,040-63.3% | $82,448-50.1% |
| Participation rate | 87.1% | 72.8%+14.4pp | 76.5%+10.7pp | 68.1%+19.1pp |
| Annual return | 27.21% | 23.92%+3.3pp | 24.52%+2.7pp | 41.64%-14.4pp |
| Employer contribution / active EE | $516 | $2,318-77.7% | $2,954-82.5% | $2,551-79.8% |
| Participant deferral / active EE | $3,980 | $4,224-5.8% | $5,098-21.9% | $4,139-3.8% |
| Admin fee / account holder | $4,385 | $9,013-51.4% | $12,098-63.8% | $7,234-39.4% |