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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 | $122,331 | $136,860-10.6% | $120,344+1.7% | $154,746-20.9% |
| Participation rate | 78.6% | 79.9%-1.3pp | 76.7%+1.9pp | 80.7%-2.1pp |
| Annual return | 15.74% | 21.38%-5.6pp | 20.30%-4.6pp | 172.34%-156.6pp |
| Employer contribution / active EE | $354 | $3,533-90.0% | $3,020-88.3% | $4,379-91.9% |
| Participant deferral / active EE | $2,616 | $5,793-54.9% | $5,135-49.1% | $6,730-61.1% |
| Admin fee / account holder | $17,075 | $15,393+10.9% | $12,742+34.0% | $14,365+18.9% |