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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 | $152,414 | $95,453+59.7% | $112,040+36.0% | $82,448+84.9% |
| Participation rate | 90.9% | 72.8%+18.2pp | 76.5%+14.4pp | 68.1%+22.8pp |
| Annual return | 14.05% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $505 | $2,318-78.2% | $2,954-82.9% | $2,551-80.2% |
| Participant deferral / active EE | $7,011 | $4,224+66.0% | $5,098+37.5% | $4,139+69.4% |
| Admin fee / account holder | $14,616 | $9,013+62.2% | $12,098+20.8% | $7,234+102.0% |