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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 | $69,444+82.6% | $92,985+36.4% | $87,485+44.9% |
| Participation rate | 76.7% | 63.3%+13.4pp | 69.5%+7.2pp | 68.9%+7.7pp |
| Annual return | 18.44% | 23.85%-5.4pp | 27.99%-9.6pp | 26.06%-7.6pp |
| Employer contribution / active EE | $265 | $1,917-86.2% | $2,662-90.0% | $2,596-89.8% |
| Participant deferral / active EE | $6,100 | $3,364+81.3% | $4,377+39.4% | $4,274+42.7% |
| Admin fee / account holder | $14,194 | $6,137+131.3% | $9,463+50.0% | $7,775+82.6% |