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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 | $84,969 | $209,336-59.4% | $197,124-56.9% | $137,256-38.1% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 15.06% | 48.09%-33.0pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,027 | $6,591-84.4% | $6,227-83.5% | $4,156-75.3% |
| Participant deferral / active EE | $8,257 | $9,614-14.1% | $9,135-9.6% | $6,407+28.9% |
| Admin fee / account holder | $850 | $17,308-95.1% | $16,298-94.8% | $12,270-93.1% |