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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 | $117,859+57.9% | $102,438+81.7% | $145,959+27.5% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 25.72% | 31.72%-6.0pp | 29.37%-3.7pp | 561.95%-536.2pp |
| Employer contribution / active EE | $669 | $3,615-81.5% | $3,024-77.9% | $4,661-85.7% |
| Participant deferral / active EE | $1,927 | $5,732-66.4% | $5,054-61.9% | $6,689-71.2% |
| Admin fee / account holder | $514 | $13,318-96.1% | $9,448-94.6% | $13,398-96.2% |