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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 | $108,698 | $81,446+33.5% | $103,374+5.2% | $80,874+34.4% |
| Participation rate | 86.7% | 66.9%+19.8pp | 74.5%+12.2pp | 67.6%+19.0pp |
| Annual return | 10.95% | 25.57%-14.6pp | 24.89%-13.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $316 | $3,107-89.8% | $3,869-91.8% | $2,756-88.5% |
| Participant deferral / active EE | $4,059 | $3,870+4.9% | $5,058-19.7% | $4,297-5.5% |
| Admin fee / account holder | $3,910 | $6,715-41.8% | $8,394-53.4% | $6,935-43.6% |