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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 | $115,931+6.9% | $185,441-33.2% | $86,983+42.4% |
| Participation rate | 70.0% | 73.6%-3.6pp | 80.3%-10.3pp | 69.5%+0.5pp |
| Annual return | 17.07% | 21.47%-4.4pp | 20.16%-3.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $667 | $2,937-77.3% | $4,672-85.7% | $2,584-74.2% |
| Participant deferral / active EE | $6,248 | $4,551+37.3% | $6,152+1.6% | $4,194+49.0% |
| Admin fee / account holder | $6,644 | $10,687-37.8% | $17,890-62.9% | $7,856-15.4% |