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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 | $80,256 | $162,136-50.5% | $152,301-47.3% | $154,746-48.1% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 13.07% | 91.02%-78.0pp | 80.50%-67.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $649 | $4,890-86.7% | $4,624-86.0% | $4,379-85.2% |
| Participant deferral / active EE | $3,298 | $8,341-60.5% | $8,004-58.8% | $6,730-51.0% |
| Admin fee / account holder | $3,129 | $15,759-80.1% | $14,398-78.3% | $14,365-78.2% |