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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 | $148,065 | $81,504+81.7% | $102,437+44.5% | $80,959+82.9% |
| Participation rate | 84.0% | 66.9%+17.1pp | 74.5%+9.5pp | 67.7%+16.3pp |
| Annual return | 12.75% | 25.60%-12.8pp | 24.95%-12.2pp | 35.67%-22.9pp |
| Employer contribution / active EE | $694 | $3,104-77.6% | $3,871-82.1% | $2,757-74.8% |
| Participant deferral / active EE | $2,720 | $3,871-29.7% | $5,060-46.2% | $4,300-36.7% |
| Admin fee / account holder | $859 | $6,719-87.2% | $8,388-89.8% | $6,925-87.6% |