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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 | $35,407 | $199,109-82.2% | $173,730-79.6% | $154,746-77.1% |
| Participation rate | 82.4% | 82.8%-0.5pp | 79.6%+2.8pp | 80.7%+1.7pp |
| Annual return | 12.18% | 20.02%-7.8pp | 19.96%-7.8pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,091 | $5,311-79.5% | $4,577-76.2% | $4,379-75.1% |
| Participant deferral / active EE | $2,508 | $7,113-64.7% | $6,326-60.4% | $6,730-62.7% |
| Admin fee / account holder | $1,024 | $20,916-95.1% | $17,523-94.2% | $14,365-92.9% |