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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 | $90,334 | $99,875-9.6% | $146,866-38.5% | $86,983+3.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 14.97% | 28.10%-13.1pp | 102.85%-87.9pp | 25.83%-10.9pp |
| Employer contribution / active EE | $240 | $3,224-92.6% | $4,425-94.6% | $2,584-90.7% |
| Participant deferral / active EE | $5,361 | $6,322-15.2% | $7,759-30.9% | $4,194+27.8% |
| Admin fee / account holder | $1,981 | $7,838-74.7% | $13,620-85.5% | $7,856-74.8% |