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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 | $88,952 | $136,860-35.0% | $120,344-26.1% | $154,746-42.5% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 12.06% | 21.38%-9.3pp | 20.30%-8.2pp | 172.34%-160.3pp |
| Employer contribution / active EE | $464 | $3,533-86.9% | $3,020-84.6% | $4,379-89.4% |
| Participant deferral / active EE | $2,474 | $5,793-57.3% | $5,135-51.8% | $6,730-63.2% |
| Admin fee / account holder | $17,959 | $15,393+16.7% | $12,742+40.9% | $14,365+25.0% |