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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 | $36,146 | $211,224-82.9% | $178,505-79.8% | $145,897-75.2% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.29% | 30.28%-17.0pp | 27.16%-13.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $603 | $4,577-86.8% | $3,955-84.8% | $4,663-87.1% |
| Participant deferral / active EE | $9,090 | $6,966+30.5% | $6,280+44.7% | $6,689+35.9% |
| Admin fee / account holder | $885 | $12,109-92.7% | $10,428-91.5% | $13,390-93.4% |