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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 | $32,393 | $157,296-79.4% | $141,191-77.1% | $152,897-78.8% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.5%+2.5pp |
| Annual return | 33.73% | 64.34%-30.6pp | 71.41%-37.7pp | 345.43%-311.7pp |
| Employer contribution / active EE | $829 | $5,262-84.2% | $4,736-82.5% | $4,764-82.6% |
| Participant deferral / active EE | $8,290 | $7,111+16.6% | $6,710+23.5% | $5,851+41.7% |
| Admin fee / account holder | $3,682 | $12,125-69.6% | $10,264-64.1% | $11,599-68.3% |