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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 | $178,616 | $199,109-10.3% | $173,730+2.8% | $154,746+15.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.35% | 20.02%-3.7pp | 19.96%-3.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,150 | $5,311-78.4% | $4,577-74.9% | $4,379-73.7% |
| Participant deferral / active EE | $3,174 | $7,113-55.4% | $6,326-49.8% | $6,730-52.8% |
| Admin fee / account holder | $1,862 | $20,916-91.1% | $17,523-89.4% | $14,365-87.0% |