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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 | $84,211 | $57,590+46.2% | $86,233-2.3% | $82,448+2.1% |
| Participation rate | 76.1% | 57.9%+18.2pp | 69.0%+7.1pp | 68.1%+8.0pp |
| Annual return | 14.70% | 22.41%-7.7pp | 61.39%-46.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $175 | $1,655-89.4% | $2,504-93.0% | $2,551-93.1% |
| Participant deferral / active EE | $2,443 | $3,080-20.7% | $4,559-46.4% | $4,139-41.0% |
| Admin fee / account holder | $7,571 | $4,730+60.0% | $8,342-9.2% | $7,234+4.7% |