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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 | $115,100 | $101,798+13.1% | $165,071-30.3% | $80,935+42.2% |
| Participation rate | 75.8% | 71.8%+3.9pp | 78.6%-2.9pp | 67.7%+8.1pp |
| Annual return | 12.87% | 16.73%-3.9pp | 70.17%-57.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $302 | $2,954-89.8% | $4,347-93.0% | $2,757-89.0% |
| Participant deferral / active EE | $6,477 | $4,476+44.7% | $6,035+7.3% | $4,299+50.7% |
| Admin fee / account holder | $8,915 | $8,221+8.4% | $12,695-29.8% | $6,924+28.7% |