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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 | $89,671 | $148,629-39.7% | $135,982-34.1% | $139,487-35.7% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 12.57% | 79.33%-66.8pp | 68.32%-55.8pp | 373.84%-361.3pp |
| Employer contribution / active EE | $689 | $5,247-86.9% | $4,859-85.8% | $4,755-85.5% |
| Participant deferral / active EE | $7,609 | $8,102-6.1% | $7,760-1.9% | $6,713+13.3% |
| Admin fee / account holder | $7,365 | $12,406-40.6% | $10,767-31.6% | $11,407-35.4% |