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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 | $51,848 | $95,453-45.7% | $112,040-53.7% | $82,448-37.1% |
| Participation rate | 73.3% | 72.8%+0.6pp | 76.5%-3.2pp | 68.1%+5.3pp |
| Annual return | 17.21% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $483 | $2,318-79.1% | $2,954-83.6% | $2,551-81.1% |
| Participant deferral / active EE | $5,164 | $4,224+22.3% | $5,098+1.3% | $4,139+24.8% |
| Admin fee / account holder | $7,047 | $9,013-21.8% | $12,098-41.7% | $7,234-2.6% |