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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 | $95,404+27.9% | $113,397+7.6% | $82,637+47.7% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.5%+10.0pp | 68.1%+18.4pp |
| Annual return | 13.63% | 19.08%-5.4pp | 23.20%-9.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $275 | $2,307-88.1% | $2,977-90.8% | $2,552-89.2% |
| Participant deferral / active EE | $5,292 | $4,220+25.4% | $5,076+4.3% | $4,126+28.3% |
| Admin fee / account holder | $968 | $9,168-89.4% | $11,957-91.9% | $7,339-86.8% |