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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 | $189,442 | $124,351+52.3% | $109,188+73.5% | $167,553+13.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 20.82% | 26.04%-5.2pp | 25.76%-4.9pp | 478.89%-458.1pp |
| Employer contribution / active EE | $393 | $4,210-90.7% | $3,723-89.5% | $4,840-91.9% |
| Participant deferral / active EE | $3,123 | $5,257-40.6% | $4,654-32.9% | $6,343-50.8% |
| Admin fee / account holder | $996 | $7,975-87.5% | $6,755-85.3% | $12,316-91.9% |