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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 | $154,469 | $95,453+61.8% | $112,040+37.9% | $82,448+87.4% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.5%+11.5pp | 68.1%+19.9pp |
| Annual return | 14.83% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $433 | $2,318-81.3% | $2,954-85.3% | $2,551-83.0% |
| Participant deferral / active EE | $2,716 | $4,224-35.7% | $5,098-46.7% | $4,139-34.4% |
| Admin fee / account holder | $2,140 | $9,013-76.3% | $12,098-82.3% | $7,234-70.4% |