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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 | $139,210 | $108,825+27.9% | $156,181-10.9% | $82,448+68.8% |
| Participation rate | 96.3% | 72.4%+23.9pp | 78.8%+17.5pp | 68.1%+28.2pp |
| Annual return | 18.83% | 20.59%-1.8pp | 64.87%-46.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $683 | $2,870-76.2% | $4,294-84.1% | $2,551-73.2% |
| Participant deferral / active EE | $5,680 | $4,577+24.1% | $6,132-7.4% | $4,139+37.2% |
| Admin fee / account holder | $5,242 | $9,341-43.9% | $14,586-64.1% | $7,234-27.5% |