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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 | $97,396 | $227,291-57.1% | $214,702-54.6% | $155,188-37.2% |
| Participation rate | 77.8% | 88.0%-10.2pp | 87.5%-9.7pp | 80.8%-3.0pp |
| Annual return | 14.54% | 60.08%-45.5pp | 54.55%-40.0pp | 148.84%-134.3pp |
| Employer contribution / active EE | $595 | $6,772-91.2% | $6,461-90.8% | $4,248-86.0% |
| Participant deferral / active EE | $13,085 | $9,582+36.6% | $9,147+43.1% | $6,531+100.3% |
| Admin fee / account holder | $619 | $20,413-97.0% | $19,830-96.9% | $14,480-95.7% |