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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 | $118,823 | $95,762+24.1% | $379,746-68.7% | $79,852+48.8% |
| Participation rate | 80.5% | 74.0%+6.5pp | 78.4%+2.1pp | 69.6%+10.8pp |
| Annual return | 15.99% | 18.26%-2.3pp | 34.90%-18.9pp | 31.72%-15.7pp |
| Employer contribution / active EE | $376 | $2,695-86.1% | $3,540-89.4% | $2,471-84.8% |
| Participant deferral / active EE | $2,940 | $4,705-37.5% | $6,024-51.2% | $3,740-21.4% |
| Admin fee / account holder | $2,025 | $6,745-70.0% | $7,927-74.4% | $5,306-61.8% |