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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 | $95,404-11.8% | $113,397-25.8% | $82,637+1.9% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.5%+14.4pp | 68.1%+22.9pp |
| Annual return | 15.65% | 19.08%-3.4pp | 23.20%-7.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $177 | $2,307-92.3% | $2,977-94.1% | $2,552-93.1% |
| Participant deferral / active EE | $6,900 | $4,220+63.5% | $5,076+35.9% | $4,126+67.2% |
| Admin fee / account holder | $5,055 | $9,168-44.9% | $11,957-57.7% | $7,339-31.1% |