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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 | $125,536 | $138,393-9.3% | $184,256-31.9% | $80,959+55.1% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.7%+28.6pp |
| Annual return | 15.77% | 20.01%-4.2pp | 28.85%-13.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,510 | $4,847-68.9% | $6,427-76.5% | $2,757-45.2% |
| Participant deferral / active EE | $6,429 | $7,076-9.1% | $9,133-29.6% | $4,300+49.5% |
| Admin fee / account holder | $4,216 | $10,489-59.8% | $13,899-69.7% | $6,925-39.1% |