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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 | $113,599 | $138,393-17.9% | $184,256-38.3% | $80,959+40.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.05% | 20.01%-4.0pp | 28.85%-12.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,346 | $4,847-72.2% | $6,427-79.1% | $2,757-51.2% |
| Participant deferral / active EE | $3,373 | $7,076-52.3% | $9,133-63.1% | $4,300-21.6% |
| Admin fee / account holder | $1,763 | $10,489-83.2% | $13,899-87.3% | $6,925-74.5% |