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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 | $150,068 | $97,751+53.5% | $103,447+45.1% | $145,877+2.9% |
| Participation rate | 78.6% | 81.1%-2.5pp | 80.5%-2.0pp | 80.3%-1.7pp |
| Annual return | 15.17% | 25.43%-10.3pp | 23.92%-8.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $213 | $4,684-95.5% | $4,678-95.5% | $4,663-95.4% |
| Participant deferral / active EE | $2,355 | $6,603-64.3% | $6,624-64.4% | $6,691-64.8% |
| Admin fee / account holder | $2,897 | $12,515-76.9% | $9,415-69.2% | $13,402-78.4% |