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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 | $77,425 | $183,516-57.8% | $155,534-50.2% | $145,884-46.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.77% | 61.43%-46.7pp | 64.92%-50.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,017 | $5,315-80.9% | $4,675-78.2% | $4,662-78.2% |
| Participant deferral / active EE | $5,059 | $6,467-21.8% | $5,630-10.2% | $6,690-24.4% |
| Admin fee / account holder | $1,486 | $19,293-92.3% | $15,900-90.7% | $13,392-88.9% |