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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 | $30,682 | $199,109-84.6% | $173,730-82.3% | $154,746-80.2% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 14.42% | 20.02%-5.6pp | 19.96%-5.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $749 | $5,311-85.9% | $4,577-83.6% | $4,379-82.9% |
| Participant deferral / active EE | $2,473 | $7,113-65.2% | $6,326-60.9% | $6,730-63.3% |
| Admin fee / account holder | $988 | $20,916-95.3% | $17,523-94.4% | $14,365-93.1% |