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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 | $187,470 | $106,524+76.0% | $152,301+23.1% | $87,485+114.3% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.4%-11.4pp | 68.9%+2.1pp |
| Annual return | 17.00% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $81 | $3,371-97.6% | $4,624-98.2% | $2,596-96.9% |
| Participant deferral / active EE | $16,100 | $6,525+146.7% | $8,004+101.2% | $4,274+276.7% |
| Admin fee / account holder | $2,230 | $8,287-73.1% | $14,398-84.5% | $7,775-71.3% |