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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 | $110,505 | $196,972-43.9% | $182,262-39.4% | $198,609-44.4% |
| Participation rate | 76.9% | 85.7%-8.8pp | 84.2%-7.3pp | 82.4%-5.5pp |
| Annual return | 18.36% | 158.27%-139.9pp | 140.60%-122.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $378 | $5,364-93.0% | $5,046-92.5% | $5,055-92.5% |
| Participant deferral / active EE | $8,588 | $8,643-0.6% | $8,276+3.8% | $6,977+23.1% |
| Admin fee / account holder | $1,282 | $18,429-93.0% | $16,712-92.3% | $19,030-93.3% |