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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 | $84,186 | $95,453-11.8% | $112,040-24.9% | $82,448+2.1% |
| Participation rate | 90.9% | 72.8%+18.2pp | 76.5%+14.4pp | 68.1%+22.8pp |
| Annual return | 15.65% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $177 | $2,318-92.4% | $2,954-94.0% | $2,551-93.1% |
| Participant deferral / active EE | $6,900 | $4,224+63.4% | $5,098+35.4% | $4,139+66.7% |
| Admin fee / account holder | $5,055 | $9,013-43.9% | $12,098-58.2% | $7,234-30.1% |