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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 | $121,091 | $154,228-21.5% | $145,433-16.7% | $137,256-11.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 16.63% | 74.59%-58.0pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $731 | $4,804-84.8% | $4,554-83.9% | $4,156-82.4% |
| Participant deferral / active EE | $10,075 | $8,216+22.6% | $7,897+27.6% | $6,407+57.3% |
| Admin fee / account holder | $1,497 | $14,344-89.6% | $13,129-88.6% | $12,270-87.8% |