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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 | $74,722 | $112,729-33.7% | $98,716-24.3% | $137,256-45.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 15.31% | 38.48%-23.2pp | 31.81%-16.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $351 | $2,725-87.1% | $2,279-84.6% | $4,156-91.6% |
| Participant deferral / active EE | $2,271 | $4,640-51.1% | $4,048-43.9% | $6,407-64.6% |
| Admin fee / account holder | $2,416 | $10,129-76.1% | $8,703-72.2% | $12,270-80.3% |