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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 | $36,364 | $74,535-51.2% | $100,712-63.9% | $82,637-56.0% |
| Participation rate | 82.1% | 61.2%+21.0pp | 69.3%+12.9pp | 68.1%+14.1pp |
| Annual return | 14.06% | 18.92%-4.9pp | 33.27%-19.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $221 | $1,503-85.3% | $2,313-90.5% | $2,552-91.4% |
| Participant deferral / active EE | $2,840 | $3,074-7.6% | $4,085-30.5% | $4,126-31.2% |
| Admin fee / account holder | $4,300 | $6,576-34.6% | $9,256-53.5% | $7,339-41.4% |