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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 | $130,118 | $146,267-11.0% | $197,124-34.0% | $82,448+57.8% |
| Participation rate | 74.4% | 84.0%-9.6pp | 86.7%-12.3pp | 68.1%+6.4pp |
| Annual return | 13.52% | 29.61%-16.1pp | 44.34%-30.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,489 | $4,723-68.5% | $6,227-76.1% | $2,551-41.6% |
| Participant deferral / active EE | $6,054 | $7,035-13.9% | $9,135-33.7% | $4,139+46.3% |
| Admin fee / account holder | $8,681 | $14,422-39.8% | $16,298-46.7% | $7,234+20.0% |