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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 | $133,296 | $275,752-51.7% | $256,809-48.1% | $198,609-32.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.35% | 34.81%-17.5pp | 32.73%-15.4pp | 202.70%-185.3pp |
| Employer contribution / active EE | $1,185 | $7,721-84.7% | $7,263-83.7% | $5,055-76.6% |
| Participant deferral / active EE | $4,591 | $10,037-54.3% | $9,520-51.8% | $6,977-34.2% |
| Admin fee / account holder | $27,976 | $25,716+8.8% | $25,146+11.3% | $19,030+47.0% |