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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 | $136,348 | $95,453+42.8% | $112,040+21.7% | $82,448+65.4% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.5%-4.5pp | 68.1%+3.9pp |
| Annual return | 13.15% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $646 | $2,318-72.1% | $2,954-78.1% | $2,551-74.7% |
| Participant deferral / active EE | $3,048 | $4,224-27.8% | $5,098-40.2% | $4,139-26.4% |
| Admin fee / account holder | $2,652 | $9,013-70.6% | $12,098-78.1% | $7,234-63.3% |