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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 | $37,087 | $76,371-51.4% | $93,621-60.4% | $72,975-49.2% |
| Participation rate | 70.6% | 71.8%-1.2pp | 75.8%-5.2pp | 69.5%+1.1pp |
| Annual return | 24.05% | 25.82%-1.8pp | 32.76%-8.7pp | 81.01%-57.0pp |
| Employer contribution / active EE | $400 | $2,276-82.4% | $2,719-85.3% | $2,440-83.6% |
| Participant deferral / active EE | $1,784 | $3,538-49.6% | $4,070-56.2% | $3,608-50.6% |
| Admin fee / account holder | $3,296 | $6,839-51.8% | $7,890-58.2% | $5,124-35.7% |