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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 | $204,046 | $136,860+49.1% | $120,344+69.6% | $154,746+31.9% |
| Participation rate | 70.0% | 79.9%-9.9pp | 76.7%-6.7pp | 80.7%-10.7pp |
| Annual return | 18.89% | 21.38%-2.5pp | 20.30%-1.4pp | 172.34%-153.4pp |
| Employer contribution / active EE | $770 | $3,533-78.2% | $3,020-74.5% | $4,379-82.4% |
| Participant deferral / active EE | $3,900 | $5,793-32.7% | $5,135-24.0% | $6,730-42.1% |
| Admin fee / account holder | $819 | $15,393-94.7% | $12,742-93.6% | $14,365-94.3% |