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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 | $76,115 | $127,386-40.2% | $115,037-33.8% | $125,388-39.3% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.19% | 31.28%-32.5pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $625 | $5,166-87.9% | $4,608-86.4% | $4,866-87.1% |
| Participant deferral / active EE | $4,345 | $6,423-32.4% | $6,026-27.9% | $5,352-18.8% |
| Admin fee / account holder | $1,087 | $9,516-88.6% | $8,175-86.7% | $9,541-88.6% |