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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 | $152,842 | $95,453+60.1% | $112,040+36.4% | $82,448+85.4% |
| Participation rate | 82.4% | 72.8%+9.6pp | 76.5%+5.9pp | 68.1%+14.3pp |
| Annual return | 15.82% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $495 | $2,318-78.6% | $2,954-83.2% | $2,551-80.6% |
| Participant deferral / active EE | $5,540 | $4,224+31.2% | $5,098+8.7% | $4,139+33.8% |
| Admin fee / account holder | $804 | $9,013-91.1% | $12,098-93.4% | $7,234-88.9% |