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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 | $29,013 | $57,119-49.2% | $85,187-65.9% | $80,935-64.2% |
| Participation rate | 91.5% | 56.4%+35.1pp | 67.5%+24.0pp | 67.7%+23.9pp |
| Annual return | 14.75% | 21.70%-7.0pp | 66.67%-51.9pp | 35.66%-20.9pp |
| Employer contribution / active EE | $262 | $1,802-85.5% | $2,732-90.4% | $2,757-90.5% |
| Participant deferral / active EE | $4,087 | $3,115+31.2% | $4,525-9.7% | $4,299-4.9% |
| Admin fee / account holder | $1,773 | $4,990-64.5% | $6,162-71.2% | $6,924-74.4% |