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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 | $57,201 | $212,386-73.1% | $199,883-71.4% | $138,895-58.8% |
| Participation rate | 95.5% | 87.4%+8.1pp | 86.8%+8.7pp | 79.9%+15.5pp |
| Annual return | 16.00% | 47.75%-31.8pp | 43.81%-27.8pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,186 | $6,625-82.1% | $6,261-81.1% | $4,194-71.7% |
| Participant deferral / active EE | $9,946 | $9,617+3.4% | $9,138+8.8% | $6,396+55.5% |
| Admin fee / account holder | $3,245 | $18,233-82.2% | $17,268-81.2% | $12,562-74.2% |