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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 | $241,454 | $124,425+94.1% | $112,040+115.5% | $137,256+75.9% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 12.83% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $674 | $3,411-80.3% | $2,954-77.2% | $4,156-83.8% |
| Participant deferral / active EE | $6,723 | $5,718+17.6% | $5,098+31.9% | $6,407+4.9% |
| Admin fee / account holder | $1,245 | $15,207-91.8% | $12,098-89.7% | $12,270-89.9% |