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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 | $178,892 | $136,860+30.7% | $120,344+48.7% | $154,746+15.6% |
| Participation rate | 76.5% | 79.9%-3.4pp | 76.7%-0.2pp | 80.7%-4.2pp |
| Annual return | 9.17% | 21.38%-12.2pp | 20.30%-11.1pp | 172.34%-163.2pp |
| Employer contribution / active EE | $687 | $3,533-80.6% | $3,020-77.3% | $4,379-84.3% |
| Participant deferral / active EE | $7,591 | $5,793+31.0% | $5,135+47.8% | $6,730+12.8% |
| Admin fee / account holder | $20,916 | $15,393+35.9% | $12,742+64.2% | $14,365+45.6% |