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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 | $95,404+59.8% | $113,397+34.4% | $82,637+84.4% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.5%+14.4pp | 68.1%+22.9pp |
| Annual return | 14.05% | 19.08%-5.0pp | 23.20%-9.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $505 | $2,307-78.1% | $2,977-83.0% | $2,552-80.2% |
| Participant deferral / active EE | $7,011 | $4,220+66.2% | $5,076+38.1% | $4,126+69.9% |
| Admin fee / account holder | $14,616 | $9,168+59.4% | $11,957+22.2% | $7,339+99.2% |