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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 | $33,271 | $114,119-70.8% | $107,187-69.0% | $138,895-76.0% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.6pp | 79.9%-1.3pp |
| Annual return | 18.08% | 273.21%-255.1pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $836 | $4,059-79.4% | $3,782-77.9% | $4,194-80.1% |
| Participant deferral / active EE | $4,506 | $5,538-18.6% | $5,096-11.6% | $6,396-29.6% |
| Admin fee / account holder | $1,130 | $10,024-88.7% | $9,162-87.7% | $12,562-91.0% |