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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 | $217,979 | $181,896+19.8% | $156,551+39.2% | $273,972-20.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.03% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $438 | $6,248-93.0% | $5,501-92.0% | $4,869-91.0% |
| Participant deferral / active EE | $13,415 | $5,550+141.7% | $4,871+175.4% | $5,287+153.7% |
| Admin fee / account holder | $8,516 | $15,560-45.3% | $13,028-34.6% | $10,133-16.0% |