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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 | $178,801 | $184,014-2.8% | $161,149+11.0% | $138,895+28.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.90% | 21.52%-5.6pp | 21.16%-5.3pp | 145.39%-129.5pp |
| Employer contribution / active EE | $403 | $5,055-92.0% | $4,360-90.8% | $4,194-90.4% |
| Participant deferral / active EE | $12,093 | $6,909+75.0% | $6,153+96.5% | $6,396+89.1% |
| Admin fee / account holder | $1,512 | $18,027-91.6% | $15,194-90.0% | $12,562-88.0% |