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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 | $132,905 | $209,336-36.5% | $197,124-32.6% | $137,256-3.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 16.78% | 48.09%-31.3pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,181 | $6,591-82.1% | $6,227-81.0% | $4,156-71.6% |
| Participant deferral / active EE | $8,284 | $9,614-13.8% | $9,135-9.3% | $6,407+29.3% |
| Admin fee / account holder | $569 | $17,308-96.7% | $16,298-96.5% | $12,270-95.4% |