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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 | $127,332 | $196,972-35.4% | $182,262-30.1% | $198,609-35.9% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 15.01% | 158.27%-143.3pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $1,319 | $5,364-75.4% | $5,046-73.9% | $5,055-73.9% |
| Participant deferral / active EE | $9,411 | $8,643+8.9% | $8,276+13.7% | $6,977+34.9% |
| Admin fee / account holder | $882 | $18,429-95.2% | $16,712-94.7% | $19,030-95.4% |