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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 | $78,633 | $97,550-19.4% | $120,344-34.7% | $87,485-10.1% |
| Participation rate | 96.7% | 72.8%+23.8pp | 76.7%+20.0pp | 68.9%+27.7pp |
| Annual return | 20.63% | 18.41%+2.2pp | 20.30%+0.3pp | 26.06%-5.4pp |
| Employer contribution / active EE | $541 | $2,291-76.4% | $3,020-82.1% | $2,596-79.2% |
| Participant deferral / active EE | $5,327 | $4,230+25.9% | $5,135+3.7% | $4,274+24.6% |
| Admin fee / account holder | $2,926 | $9,543-69.3% | $12,742-77.0% | $7,775-62.4% |