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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 | $120,677 | $145,431-17.0% | $211,142-42.8% | $87,485+37.9% |
| Participation rate | 92.6% | 84.7%+7.8pp | 87.3%+5.3pp | 68.9%+23.7pp |
| Annual return | 17.81% | 27.21%-9.4pp | 46.84%-29.0pp | 26.06%-8.2pp |
| Employer contribution / active EE | $288 | $4,662-93.8% | $6,442-95.5% | $2,596-88.9% |
| Participant deferral / active EE | $10,055 | $6,859+46.6% | $9,284+8.3% | $4,274+135.3% |
| Admin fee / account holder | $12,413 | $17,052-27.2% | $19,076-34.9% | $7,775+59.7% |