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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 | $48,335 | $145,431-66.8% | $211,142-77.1% | $87,485-44.8% |
| Participation rate | 87.7% | 84.7%+2.9pp | 87.3%+0.4pp | 68.9%+18.7pp |
| Annual return | 18.61% | 27.21%-8.6pp | 46.84%-28.2pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,342 | $4,662-71.2% | $6,442-79.2% | $2,596-48.3% |
| Participant deferral / active EE | $6,360 | $6,859-7.3% | $9,284-31.5% | $4,274+48.8% |
| Admin fee / account holder | $8,370 | $17,052-50.9% | $19,076-56.1% | $7,775+7.7% |