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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 | $90,312 | $59,839+50.9% | $81,991+10.1% | $79,852+13.1% |
| Participation rate | 75.0% | 61.6%+13.4pp | 69.3%+5.7pp | 69.6%+5.4pp |
| Annual return | 16.91% | 17.56%-0.6pp | 41.31%-24.4pp | 31.72%-14.8pp |
| Employer contribution / active EE | $142 | $1,713-91.7% | $2,498-94.3% | $2,471-94.3% |
| Participant deferral / active EE | $3,090 | $2,695+14.7% | $3,722-17.0% | $3,740-17.4% |
| Admin fee / account holder | $3,533 | $4,287-17.6% | $5,665-37.6% | $5,306-33.4% |