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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 | $85,928 | $95,453-10.0% | $112,040-23.3% | $82,448+4.2% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.5%+15.3pp | 68.1%+23.7pp |
| Annual return | 15.48% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $610 | $2,318-73.7% | $2,954-79.3% | $2,551-76.1% |
| Participant deferral / active EE | $8,202 | $4,224+94.2% | $5,098+60.9% | $4,139+98.1% |
| Admin fee / account holder | $2,356 | $9,013-73.9% | $12,098-80.5% | $7,234-67.4% |