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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 | $25,675 | $73,981-65.3% | $105,754-75.7% | $62,881-59.2% |
| Participation rate | 96.4% | 71.7%+24.7pp | 78.9%+17.5pp | 69.3%+27.1pp |
| Annual return | 6.35% | 17.60%-11.3pp | 12.25%-5.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $189 | $2,856-93.4% | $4,079-95.4% | $2,281-91.7% |
| Participant deferral / active EE | $9,384 | $4,038+132.4% | $5,326+76.2% | $3,203+193.0% |
| Admin fee / account holder | $2,499 | $5,976-58.2% | $8,309-69.9% | $4,296-41.8% |