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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 | $212,431 | $162,785+30.5% | $133,959+58.6% | $158,950+33.6% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 18.31% | 41.94%-23.6pp | 45.09%-26.8pp | 302.91%-284.6pp |
| Employer contribution / active EE | $806 | $4,975-83.8% | $3,919-79.4% | $4,762-83.1% |
| Participant deferral / active EE | $10,507 | $5,910+77.8% | $5,047+108.2% | $5,983+75.6% |
| Admin fee / account holder | $4,015 | $11,738-65.8% | $8,928-55.0% | $11,248-64.3% |