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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 | $40,542 | $184,014-78.0% | $161,149-74.8% | $138,895-70.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.8%+8.7pp | 79.9%+7.6pp |
| Annual return | 17.07% | 21.52%-4.5pp | 21.16%-4.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $156 | $5,055-96.9% | $4,360-96.4% | $4,194-96.3% |
| Participant deferral / active EE | $6,572 | $6,909-4.9% | $6,153+6.8% | $6,396+2.8% |
| Admin fee / account holder | $871 | $18,027-95.2% | $15,194-94.3% | $12,562-93.1% |