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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 | $184,014-83.3% | $161,149-81.0% | $138,895-77.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 14.42% | 21.52%-7.1pp | 21.16%-6.7pp | 145.39%-131.0pp |
| Employer contribution / active EE | $749 | $5,055-85.2% | $4,360-82.8% | $4,194-82.1% |
| Participant deferral / active EE | $2,473 | $6,909-64.2% | $6,153-59.8% | $6,396-61.3% |
| Admin fee / account holder | $988 | $18,027-94.5% | $15,194-93.5% | $12,562-92.1% |