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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 | $102,858 | $93,589+9.9% | $135,942-24.3% | $75,181+36.8% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 17.58% | 30.90%-13.3pp | 68.28%-50.7pp | 160.69%-143.1pp |
| Employer contribution / active EE | $112 | $3,537-96.8% | $4,858-97.7% | $2,671-95.8% |
| Participant deferral / active EE | $9,661 | $6,405+50.8% | $7,759+24.5% | $4,126+134.2% |
| Admin fee / account holder | $2,357 | $6,977-66.2% | $10,764-78.1% | $5,650-58.3% |