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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 | $54,125 | $86,949-37.8% | $102,460-47.2% | $80,959-33.1% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.7%+8.3pp |
| Annual return | 12.86% | 18.89%-6.0pp | 29.47%-16.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $534 | $2,370-77.5% | $3,025-82.4% | $2,757-80.6% |
| Participant deferral / active EE | $2,377 | $4,121-42.3% | $5,056-53.0% | $4,300-44.7% |
| Admin fee / account holder | $866 | $8,048-89.2% | $9,460-90.8% | $6,925-87.5% |