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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 | $123,907 | $108,825+13.9% | $156,181-20.7% | $82,448+50.3% |
| Participation rate | 70.0% | 72.4%-2.4pp | 78.8%-8.8pp | 68.1%+1.9pp |
| Annual return | 17.07% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $667 | $2,870-76.8% | $4,294-84.5% | $2,551-73.8% |
| Participant deferral / active EE | $6,248 | $4,577+36.5% | $6,132+1.9% | $4,139+51.0% |
| Admin fee / account holder | $6,644 | $9,341-28.9% | $14,586-54.4% | $7,234-8.2% |