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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 | $227,239 | $213,785+6.3% | $185,441+22.5% | $155,188+46.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.02% | 19.97%-1.9pp | 20.16%-2.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $969 | $5,393-82.0% | $4,672-79.3% | $4,248-77.2% |
| Participant deferral / active EE | $4,148 | $6,864-39.6% | $6,152-32.6% | $6,531-36.5% |
| Admin fee / account holder | $7,935 | $21,134-62.5% | $17,890-55.6% | $14,480-45.2% |