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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 | $83,861 | $135,956-38.3% | $123,894-32.3% | $273,972-69.4% |
| Participation rate | 90.5% | 84.1%+6.4pp | 81.4%+9.1pp | 83.0%+7.5pp |
| Annual return | 9.04% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $613 | $5,170-88.1% | $4,617-86.7% | $4,869-87.4% |
| Participant deferral / active EE | $4,942 | $6,343-22.1% | $5,984-17.4% | $5,287-6.5% |
| Admin fee / account holder | $1,043 | $9,817-89.4% | $8,357-87.5% | $10,133-89.7% |