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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 | $166,486 | $117,895+41.2% | $102,460+62.5% | $145,897+14.1% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 12.99% | 31.92%-18.9pp | 29.47%-16.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $397 | $3,619-89.0% | $3,025-86.9% | $4,663-91.5% |
| Participant deferral / active EE | $15,738 | $5,736+174.4% | $5,056+211.3% | $6,689+135.3% |
| Admin fee / account holder | $1,223 | $13,353-90.8% | $9,460-87.1% | $13,390-90.9% |