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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 | $95,404-56.9% | $113,397-63.7% | $82,637-50.2% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.5%+10.6pp | 68.1%+19.1pp |
| Annual return | 27.21% | 19.08%+8.1pp | 23.20%+4.0pp | 53.51%-26.3pp |
| Employer contribution / active EE | $516 | $2,307-77.6% | $2,977-82.7% | $2,552-79.8% |
| Participant deferral / active EE | $3,980 | $4,220-5.7% | $5,076-21.6% | $4,126-3.5% |
| Admin fee / account holder | $4,385 | $9,168-52.2% | $11,957-63.3% | $7,339-40.3% |