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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 | $77,534 | $148,582-47.8% | $135,942-43.0% | $139,456-44.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 13.67% | 79.26%-65.6pp | 68.28%-54.6pp | 373.45%-359.8pp |
| Employer contribution / active EE | $688 | $5,245-86.9% | $4,858-85.8% | $4,753-85.5% |
| Participant deferral / active EE | $4,023 | $8,101-50.3% | $7,759-48.1% | $6,711-40.1% |
| Admin fee / account holder | $1,426 | $12,402-88.5% | $10,764-86.8% | $11,407-87.5% |