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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 | $101,961 | $123,000-17.1% | $105,582-3.4% | $198,609-48.7% |
| Participation rate | 88.9% | 76.8%+12.1pp | 71.8%+17.1pp | 82.4%+6.5pp |
| Annual return | 13.82% | 18.31%-4.5pp | 18.61%-4.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $887 | $3,582-75.2% | $2,984-70.3% | $5,055-82.5% |
| Participant deferral / active EE | $5,043 | $5,013+0.6% | $4,353+15.8% | $6,977-27.7% |
| Admin fee / account holder | $5,918 | $16,254-63.6% | $12,856-54.0% | $19,030-68.9% |