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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 | $115,135 | $212,777-45.9% | $173,703-33.7% | $198,609-42.0% |
| Participation rate | 78.6% | 81.1%-2.5pp | 75.9%+2.7pp | 82.4%-3.8pp |
| Annual return | 13.87% | 18.82%-5.0pp | 17.46%-3.6pp | 202.70%-188.8pp |
| Employer contribution / active EE | $528 | $5,214-89.9% | $4,288-87.7% | $5,055-89.6% |
| Participant deferral / active EE | $5,722 | $5,697+0.4% | $4,854+17.9% | $6,977-18.0% |
| Admin fee / account holder | $8,657 | $19,536-55.7% | $15,562-44.4% | $19,030-54.5% |