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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 | $40,901 | $181,896-77.5% | $156,551-73.9% | $273,972-85.1% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 4.09% | 30.74%-26.7pp | 32.23%-28.1pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,078 | $6,248-82.7% | $5,501-80.4% | $4,869-77.8% |
| Participant deferral / active EE | $3,135 | $5,550-43.5% | $4,871-35.6% | $5,287-40.7% |
| Admin fee / account holder | $1,330 | $15,560-91.5% | $13,028-89.8% | $10,133-86.9% |