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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 | $136,528 | $95,453+43.0% | $112,040+21.9% | $82,448+65.6% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 13.14% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $621 | $2,318-73.2% | $2,954-79.0% | $2,551-75.7% |
| Participant deferral / active EE | $3,316 | $4,224-21.5% | $5,098-34.9% | $4,139-19.9% |
| Admin fee / account holder | $1,813 | $9,013-79.9% | $12,098-85.0% | $7,234-74.9% |