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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 | $217,920 | $95,404+128.4% | $113,397+92.2% | $82,637+163.7% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.5%+1.3pp | 68.1%+9.7pp |
| Annual return | 16.07% | 19.08%-3.0pp | 23.20%-7.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $226 | $2,307-90.2% | $2,977-92.4% | $2,552-91.1% |
| Participant deferral / active EE | $5,950 | $4,220+41.0% | $5,076+17.2% | $4,126+44.2% |
| Admin fee / account holder | $1,203 | $9,168-86.9% | $11,957-89.9% | $7,339-83.6% |