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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 | $130,536 | $153,769-15.1% | $133,975-2.6% | $273,972-52.4% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.1%+1.2pp | 83.0%+5.2pp |
| Annual return | 10.18% | 36.51%-26.3pp | 29.29%-19.1pp | 41.46%-31.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,311 | $6,958+48.2% | $6,282+64.1% | $5,287+95.0% |
| Admin fee / account holder | $353 | $11,765-97.0% | $9,324-96.2% | $10,133-96.5% |