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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 | $74,042 | $55,713+32.9% | $75,901-2.4% | $72,975+1.5% |
| Participation rate | 81.6% | 61.1%+20.5pp | 69.3%+12.3pp | 69.5%+12.1pp |
| Annual return | 18.47% | 27.60%-9.1pp | 30.76%-12.3pp | 81.01%-62.5pp |
| Employer contribution / active EE | $166 | $1,687-90.2% | $2,501-93.4% | $2,440-93.2% |
| Participant deferral / active EE | $4,340 | $2,634+64.8% | $3,603+20.4% | $3,608+20.3% |
| Admin fee / account holder | $17,903 | $3,980+349.8% | $5,420+230.3% | $5,124+249.4% |