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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 | $59,473 | $146,267-59.3% | $197,124-69.8% | $82,448-27.9% |
| Participation rate | 79.6% | 84.0%-4.4pp | 86.7%-7.1pp | 68.1%+11.6pp |
| Annual return | 16.35% | 29.61%-13.3pp | 44.34%-28.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,520 | $4,723-67.8% | $6,227-75.6% | $2,551-40.4% |
| Participant deferral / active EE | $4,671 | $7,035-33.6% | $9,135-48.9% | $4,139+12.9% |
| Admin fee / account holder | $5,610 | $14,422-61.1% | $16,298-65.6% | $7,234-22.5% |