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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 | $85,021 | $275,752-69.2% | $256,809-66.9% | $198,609-57.2% |
| Participation rate | 87.5% | 89.2%-1.7pp | 88.5%-1.0pp | 82.4%+5.1pp |
| Annual return | 20.44% | 34.81%-14.4pp | 32.73%-12.3pp | 202.70%-182.3pp |
| Employer contribution / active EE | $1,494 | $7,721-80.7% | $7,263-79.4% | $5,055-70.4% |
| Participant deferral / active EE | $5,116 | $10,037-49.0% | $9,520-46.3% | $6,977-26.7% |
| Admin fee / account holder | $405 | $25,716-98.4% | $25,146-98.4% | $19,030-97.9% |