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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 | $216,196 | $88,996+142.9% | $78,004+177.2% | $138,895+55.7% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.4%+18.1pp | 79.9%+7.6pp |
| Annual return | 16.89% | 28.03%-11.1pp | 31.07%-14.2pp | 145.39%-128.5pp |
| Employer contribution / active EE | $493 | $2,917-83.1% | $2,469-80.0% | $4,194-88.2% |
| Participant deferral / active EE | $8,855 | $4,724+87.4% | $4,092+116.4% | $6,396+38.4% |
| Admin fee / account holder | $2,128 | $8,807-75.8% | $7,578-71.9% | $12,562-83.1% |