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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 | $64,074 | $184,014-65.2% | $161,149-60.2% | $138,895-53.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 10.31% | 21.52%-11.2pp | 21.16%-10.8pp | 145.39%-135.1pp |
| Employer contribution / active EE | $881 | $5,055-82.6% | $4,360-79.8% | $4,194-79.0% |
| Participant deferral / active EE | $2,183 | $6,909-68.4% | $6,153-64.5% | $6,396-65.9% |
| Admin fee / account holder | $3,002 | $18,027-83.3% | $15,194-80.2% | $12,562-76.1% |