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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 | $80,256 | $154,228-48.0% | $145,433-44.8% | $137,256-41.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 13.07% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $649 | $4,804-86.5% | $4,554-85.7% | $4,156-84.4% |
| Participant deferral / active EE | $3,298 | $8,216-59.9% | $7,897-58.2% | $6,407-48.5% |
| Admin fee / account holder | $3,129 | $14,344-78.2% | $13,129-76.2% | $12,270-74.5% |