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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 | $59,746 | $95,453-37.4% | $112,040-46.7% | $82,448-27.5% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.5%+11.3pp | 68.1%+19.7pp |
| Annual return | 12.92% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $652 | $2,318-71.9% | $2,954-77.9% | $2,551-74.4% |
| Participant deferral / active EE | $5,109 | $4,224+21.0% | $5,098+0.2% | $4,139+23.4% |
| Admin fee / account holder | $4,752 | $9,013-47.3% | $12,098-60.7% | $7,234-34.3% |