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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 | $223,823-65.9% | $211,142-63.8% | $154,746-50.6% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 14.57% | 50.39%-35.8pp | 46.84%-32.3pp | 172.34%-157.8pp |
| Employer contribution / active EE | $732 | $6,787-89.2% | $6,442-88.6% | $4,379-83.3% |
| Participant deferral / active EE | $6,543 | $9,750-32.9% | $9,284-29.5% | $6,730-2.8% |
| Admin fee / account holder | $4,849 | $19,707-75.4% | $19,076-74.6% | $14,365-66.2% |