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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 | $126,800 | $58,627+116.3% | $76,735+65.2% | $82,448+53.8% |
| Participation rate | 76.7% | 63.2%+13.4pp | 69.5%+7.2pp | 68.1%+8.6pp |
| Annual return | 18.44% | 39.10%-20.7pp | 29.77%-11.3pp | 41.64%-23.2pp |
| Employer contribution / active EE | $265 | $1,729-84.7% | $2,454-89.2% | $2,551-89.6% |
| Participant deferral / active EE | $6,100 | $3,134+94.7% | $4,088+49.2% | $4,139+47.4% |
| Admin fee / account holder | $14,194 | $5,323+166.7% | $7,189+97.4% | $7,234+96.2% |