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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 | $206,258 | $103,393+99.5% | $87,103+136.8% | $152,909+34.9% |
| Participation rate | 84.2% | 79.4%+4.9pp | 76.9%+7.3pp | 82.5%+1.8pp |
| Annual return | 22.70% | 28.10%-5.4pp | 28.19%-5.5pp | 345.46%-322.8pp |
| Employer contribution / active EE | $558 | $3,221-82.7% | $2,521-77.9% | $4,764-88.3% |
| Participant deferral / active EE | $7,013 | $4,778+46.8% | $4,049+73.2% | $5,851+19.9% |
| Admin fee / account holder | $1,609 | $12,195-86.8% | $7,491-78.5% | $11,601-86.1% |