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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 | $216,980 | $125,758+72.5% | $170,004+27.6% | $75,173+188.6% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 18.25% | 27.20%-8.9pp | 53.39%-35.1pp | 160.65%-142.4pp |
| Employer contribution / active EE | $657 | $4,615-85.8% | $6,786-90.3% | $2,670-75.4% |
| Participant deferral / active EE | $15,786 | $6,837+130.9% | $10,408+51.7% | $4,126+282.6% |
| Admin fee / account holder | $2,837 | $8,173-65.3% | $12,816-77.9% | $5,651-49.8% |