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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 | $154,469 | $97,550+58.3% | $120,344+28.4% | $87,485+76.6% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.7%+11.3pp | 68.9%+19.1pp |
| Annual return | 14.83% | 18.41%-3.6pp | 20.30%-5.5pp | 26.06%-11.2pp |
| Employer contribution / active EE | $433 | $2,291-81.1% | $3,020-85.7% | $2,596-83.3% |
| Participant deferral / active EE | $2,716 | $4,230-35.8% | $5,135-47.1% | $4,274-36.4% |
| Admin fee / account holder | $2,140 | $9,543-77.6% | $12,742-83.2% | $7,775-72.5% |