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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 | $124,914 | $94,031+32.8% | $115,768+7.9% | $82,448+51.5% |
| Participation rate | 73.1% | 70.4%+2.7pp | 74.4%-1.3pp | 68.1%+5.0pp |
| Annual return | 12.68% | 20.61%-7.9pp | 100.46%-87.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $490 | $2,323-78.9% | $2,940-83.3% | $2,551-80.8% |
| Participant deferral / active EE | $6,111 | $3,972+53.9% | $4,917+24.3% | $4,139+47.6% |
| Admin fee / account holder | $7,855 | $10,249-23.4% | $12,439-36.9% | $7,234+8.6% |