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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 | $151,680 | $86,949+74.4% | $102,460+48.0% | $80,959+87.4% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.8pp | 67.7%+14.7pp |
| Annual return | 14.32% | 18.89%-4.6pp | 29.47%-15.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $462 | $2,370-80.5% | $3,025-84.7% | $2,757-83.2% |
| Participant deferral / active EE | $7,053 | $4,121+71.1% | $5,056+39.5% | $4,300+64.0% |
| Admin fee / account holder | $5,150 | $8,048-36.0% | $9,460-45.6% | $6,925-25.6% |