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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 | $186,124 | $117,829+58.0% | $102,423+81.7% | $145,877+27.6% |
| Participation rate | 82.4% | 78.6%+3.7pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 25.72% | 31.83%-6.1pp | 29.42%-3.7pp | 551.28%-525.6pp |
| Employer contribution / active EE | $669 | $3,615-81.5% | $3,023-77.9% | $4,663-85.7% |
| Participant deferral / active EE | $1,927 | $5,732-66.4% | $5,054-61.9% | $6,691-71.2% |
| Admin fee / account holder | $514 | $13,335-96.1% | $9,455-94.6% | $13,402-96.2% |