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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 | $112,788 | $106,749+5.7% | $145,433-22.4% | $82,448+36.8% |
| Participation rate | 87.3% | 75.6%+11.6pp | 82.1%+5.2pp | 68.1%+19.2pp |
| Annual return | 15.95% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $596 | $3,444-82.7% | $4,554-86.9% | $2,551-76.6% |
| Participant deferral / active EE | $4,709 | $6,519-27.8% | $7,897-40.4% | $4,139+13.8% |
| Admin fee / account holder | $434 | $8,390-94.8% | $13,129-96.7% | $7,234-94.0% |