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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 | $114,712+21.4% | $173,730-19.9% | $87,485+59.1% |
| Participation rate | 96.3% | 73.0%+23.3pp | 79.6%+16.7pp | 68.9%+27.4pp |
| Annual return | 18.83% | 20.18%-1.4pp | 19.96%-1.1pp | 26.06%-7.2pp |
| Employer contribution / active EE | $683 | $2,904-76.5% | $4,577-85.1% | $2,596-73.7% |
| Participant deferral / active EE | $5,680 | $4,642+22.4% | $6,326-10.2% | $4,274+32.9% |
| Admin fee / account holder | $5,242 | $10,210-48.7% | $17,523-70.1% | $7,775-32.6% |