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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 | $76,426 | $209,336-63.5% | $197,124-61.2% | $137,256-44.3% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 14.57% | 48.09%-33.5pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $732 | $6,591-88.9% | $6,227-88.2% | $4,156-82.4% |
| Participant deferral / active EE | $6,543 | $9,614-31.9% | $9,135-28.4% | $6,407+2.1% |
| Admin fee / account holder | $4,849 | $17,308-72.0% | $16,298-70.2% | $12,270-60.5% |