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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 | $55,108 | $145,431-62.1% | $211,142-73.9% | $87,485-37.0% |
| Participation rate | 76.9% | 84.7%-7.8pp | 87.3%-10.4pp | 68.9%+8.0pp |
| Annual return | 15.39% | 27.21%-11.8pp | 46.84%-31.4pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,368 | $4,662-70.7% | $6,442-78.8% | $2,596-47.3% |
| Participant deferral / active EE | $3,407 | $6,859-50.3% | $9,284-63.3% | $4,274-20.3% |
| Admin fee / account holder | $3,727 | $17,052-78.1% | $19,076-80.5% | $7,775-52.1% |