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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 | $49,450 | $106,864-53.7% | $147,318-66.4% | $82,637-40.2% |
| Participation rate | 83.0% | 75.5%+7.5pp | 82.1%+1.0pp | 68.1%+15.0pp |
| Annual return | 14.74% | 27.49%-12.8pp | 70.43%-55.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $361 | $3,417-89.4% | $4,593-92.1% | $2,552-85.8% |
| Participant deferral / active EE | $4,251 | $6,496-34.6% | $7,906-46.2% | $4,126+3.0% |
| Admin fee / account holder | $3,353 | $8,415-60.2% | $13,708-75.5% | $7,339-54.3% |