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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 | $105,809 | $154,228-31.4% | $145,433-27.2% | $137,256-22.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.10% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $361 | $4,804-92.5% | $4,554-92.1% | $4,156-91.3% |
| Participant deferral / active EE | $10,617 | $8,216+29.2% | $7,897+34.4% | $6,407+65.7% |
| Admin fee / account holder | $3,194 | $14,344-77.7% | $13,129-75.7% | $12,270-74.0% |