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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 | $77,495 | $67,602+14.6% | $82,312-5.9% | $70,126+10.5% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 18.10% | 21.57%-3.5pp | 25.88%-7.8pp | 73.15%-55.1pp |
| Employer contribution / active EE | $138 | $1,755-92.1% | $2,428-94.3% | $2,343-94.1% |
| Participant deferral / active EE | $4,382 | $2,987+46.7% | $3,706+18.2% | $3,332+31.5% |
| Admin fee / account holder | $2,659 | $4,512-41.1% | $5,608-52.6% | $4,645-42.8% |