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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 | $113,276 | $209,336-45.9% | $197,124-42.5% | $137,256-17.5% |
| Participation rate | 86.7% | 87.3%-0.6pp | 86.7%0pp | 80.0%+6.7pp |
| Annual return | 16.66% | 48.09%-31.4pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,234 | $6,591-81.3% | $6,227-80.2% | $4,156-70.3% |
| Participant deferral / active EE | $4,964 | $9,614-48.4% | $9,135-45.7% | $6,407-22.5% |
| Admin fee / account holder | $2,052 | $17,308-88.1% | $16,298-87.4% | $12,270-83.3% |