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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 | $190,044 | $95,453+99.1% | $112,040+69.6% | $82,448+130.5% |
| Participation rate | 80.6% | 72.8%+7.9pp | 76.5%+4.2pp | 68.1%+12.6pp |
| Annual return | 16.54% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $665 | $2,318-71.3% | $2,954-77.5% | $2,551-73.9% |
| Participant deferral / active EE | $4,840 | $4,224+14.6% | $5,098-5.1% | $4,139+16.9% |
| Admin fee / account holder | $2,193 | $9,013-75.7% | $12,098-81.9% | $7,234-69.7% |