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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 | $103,425 | $72,273+43.1% | $101,275+2.1% | $79,856+29.5% |
| Participation rate | 76.0% | 68.5%+7.5pp | 75.8%+0.2pp | 69.6%+6.4pp |
| Annual return | 13.67% | 22.30%-8.6pp | 46.48%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $154 | $2,691-94.3% | $3,660-95.8% | $2,471-93.8% |
| Participant deferral / active EE | $2,691 | $3,282-18.0% | $4,371-38.4% | $3,741-28.0% |
| Admin fee / account holder | $20,703 | $4,401+370.4% | $5,948+248.1% | $5,306+290.2% |