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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 | $87,902 | $154,228-43.0% | $145,433-39.6% | $137,256-36.0% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 12.57% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $74 | $4,804-98.5% | $4,554-98.4% | $4,156-98.2% |
| Participant deferral / active EE | $7,338 | $8,216-10.7% | $7,897-7.1% | $6,407+14.5% |
| Admin fee / account holder | $2,131 | $14,344-85.1% | $13,129-83.8% | $12,270-82.6% |