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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 | $76,426 | $275,752-72.3% | $256,809-70.2% | $198,609-61.5% |
| Participation rate | 85.7% | 89.2%-3.5pp | 88.5%-2.8pp | 82.4%+3.3pp |
| Annual return | 14.57% | 34.81%-20.2pp | 32.73%-18.2pp | 202.70%-188.1pp |
| Employer contribution / active EE | $732 | $7,721-90.5% | $7,263-89.9% | $5,055-85.5% |
| Participant deferral / active EE | $6,543 | $10,037-34.8% | $9,520-31.3% | $6,977-6.2% |
| Admin fee / account holder | $4,849 | $25,716-81.1% | $25,146-80.7% | $19,030-74.5% |