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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 | $171,537 | $153,769+11.6% | $133,975+28.0% | $273,972-37.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.49% | 36.51%-31.0pp | 29.29%-23.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $620 | $6,029-89.7% | $5,211-88.1% | $4,869-87.3% |
| Participant deferral / active EE | $5,984 | $6,958-14.0% | $6,282-4.7% | $5,287+13.2% |
| Admin fee / account holder | $3,898 | $11,765-66.9% | $9,324-58.2% | $10,133-61.5% |