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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 | $49,046 | $196,972-75.1% | $182,262-73.1% | $198,609-75.3% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 14.23% | 158.27%-144.0pp | 140.60%-126.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $1,241 | $5,364-76.9% | $5,046-75.4% | $5,055-75.5% |
| Participant deferral / active EE | $3,849 | $8,643-55.5% | $8,276-53.5% | $6,977-44.8% |
| Admin fee / account holder | $1,584 | $18,429-91.4% | $16,712-90.5% | $19,030-91.7% |