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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 | $68,725 | $108,825-36.8% | $156,181-56.0% | $82,448-16.6% |
| Participation rate | 75.0% | 72.4%+2.6pp | 78.8%-3.8pp | 68.1%+6.9pp |
| Annual return | 13.45% | 20.59%-7.1pp | 64.87%-51.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $607 | $2,870-78.8% | $4,294-85.9% | $2,551-76.2% |
| Participant deferral / active EE | $3,359 | $4,577-26.6% | $6,132-45.2% | $4,139-18.8% |
| Admin fee / account holder | $1,200 | $9,341-87.2% | $14,586-91.8% | $7,234-83.4% |