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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 | $187,536 | $131,835+42.3% | $108,582+72.7% | $273,972-31.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 8.29% | -91.57%+99.9pp | -51.70%+60.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $671 | $4,913-86.3% | $3,758-82.1% | $4,869-86.2% |
| Participant deferral / active EE | $7,133 | $5,127+39.1% | $4,311+65.5% | $5,287+34.9% |
| Admin fee / account holder | $2,627 | $10,253-74.4% | $7,645-65.6% | $10,133-74.1% |