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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 | $44,086 | $223,823-80.3% | $211,142-79.1% | $154,746-71.5% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 19.12% | 50.39%-31.3pp | 46.84%-27.7pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,357 | $6,787-80.0% | $6,442-78.9% | $4,379-69.0% |
| Participant deferral / active EE | $8,554 | $9,750-12.3% | $9,284-7.9% | $6,730+27.1% |
| Admin fee / account holder | $444 | $19,707-97.7% | $19,076-97.7% | $14,365-96.9% |