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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 | $71,762 | $110,137-34.8% | $161,149-55.5% | $82,637-13.2% |
| Participation rate | 76.6% | 72.4%+4.2pp | 78.8%-2.2pp | 68.1%+8.5pp |
| Annual return | 15.54% | 20.69%-5.1pp | 21.16%-5.6pp | 53.51%-38.0pp |
| Employer contribution / active EE | $772 | $2,856-73.0% | $4,360-82.3% | $2,552-69.7% |
| Participant deferral / active EE | $4,003 | $4,575-12.5% | $6,153-34.9% | $4,126-3.0% |
| Admin fee / account holder | $1,834 | $9,467-80.6% | $15,194-87.9% | $7,339-75.0% |