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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 | $82,477 | $178,174-53.7% | $156,181-47.2% | $137,256-39.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 12.12% | 84.19%-72.1pp | 64.87%-52.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $622 | $4,972-87.5% | $4,294-85.5% | $4,156-85.0% |
| Participant deferral / active EE | $9,298 | $6,888+35.0% | $6,132+51.6% | $6,407+45.1% |
| Admin fee / account holder | $5,115 | $17,404-70.6% | $14,586-64.9% | $12,270-58.3% |