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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 | $179,719 | $126,661+41.9% | $113,397+58.5% | $138,895+29.4% |
| Participation rate | 81.0% | 79.4%+1.5pp | 76.5%+4.5pp | 79.9%+1.0pp |
| Annual return | 14.91% | 25.05%-10.1pp | 23.20%-8.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $731 | $3,456-78.9% | $2,977-75.4% | $4,194-82.6% |
| Participant deferral / active EE | $2,361 | $5,693-58.5% | $5,076-53.5% | $6,396-63.1% |
| Admin fee / account holder | $1,332 | $14,549-90.8% | $11,957-88.9% | $12,562-89.4% |