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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 | $122,047 | $95,453+27.9% | $112,040+8.9% | $82,448+48.0% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.5%+10.0pp | 68.1%+18.4pp |
| Annual return | 13.63% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $275 | $2,318-88.1% | $2,954-90.7% | $2,551-89.2% |
| Participant deferral / active EE | $5,292 | $4,224+25.3% | $5,098+3.8% | $4,139+27.9% |
| Admin fee / account holder | $968 | $9,013-89.3% | $12,098-92.0% | $7,234-86.6% |