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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 | $119,488 | $95,453+25.2% | $112,040+6.6% | $82,448+44.9% |
| Participation rate | 92.7% | 72.8%+19.9pp | 76.5%+16.2pp | 68.1%+24.6pp |
| Annual return | 16.12% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $24 | $2,318-99.0% | $2,954-99.2% | $2,551-99.1% |
| Participant deferral / active EE | $10,510 | $4,224+148.8% | $5,098+106.2% | $4,139+153.9% |
| Admin fee / account holder | $9,347 | $9,013+3.7% | $12,098-22.7% | $7,234+29.2% |