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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 | $123,478+12.7% | $216,567-35.7% | $94,015+48.1% |
| Participation rate | 96.3% | 75.1%+21.2pp | 81.6%+14.7pp | 70.8%+25.5pp |
| Annual return | 18.83% | 23.61%-4.8pp | 12.94%+5.9pp | 17.84%+1.0pp |
| Employer contribution / active EE | $683 | $3,136-78.2% | $5,216-86.9% | $2,790-75.5% |
| Participant deferral / active EE | $5,680 | $4,556+24.7% | $6,191-8.3% | $4,249+33.7% |
| Admin fee / account holder | $5,242 | $12,753-58.9% | $21,981-76.2% | $8,951-41.4% |