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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 | $38,644 | $212,386-81.8% | $199,883-80.7% | $138,895-72.2% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.8%-4.9pp | 79.9%+1.9pp |
| Annual return | 14.02% | 47.75%-33.7pp | 43.81%-29.8pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,245 | $6,625-81.2% | $6,261-80.1% | $4,194-70.3% |
| Participant deferral / active EE | $4,604 | $9,617-52.1% | $9,138-49.6% | $6,396-28.0% |
| Admin fee / account holder | $1,818 | $18,233-90.0% | $17,268-89.5% | $12,562-85.5% |