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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 | $128,848 | $80,985+59.1% | $96,576+33.4% | $75,181+71.4% |
| Participation rate | 82.9% | 71.8%+11.1pp | 76.0%+6.9pp | 67.2%+15.7pp |
| Annual return | 25.40% | 27.05%-1.6pp | 25.87%-0.5pp | 160.69%-135.3pp |
| Employer contribution / active EE | $551 | $2,282-75.8% | $2,965-81.4% | $2,671-79.4% |
| Participant deferral / active EE | $6,406 | $3,929+63.0% | $4,851+32.1% | $4,126+55.3% |
| Admin fee / account holder | $1,025 | $6,719-84.7% | $8,253-87.6% | $5,650-81.9% |