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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 | $114,515 | $196,972-41.9% | $182,262-37.2% | $198,609-42.3% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 12.41% | 158.27%-145.9pp | 140.60%-128.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $1,307 | $5,364-75.6% | $5,046-74.1% | $5,055-74.2% |
| Participant deferral / active EE | $4,180 | $8,643-51.6% | $8,276-49.5% | $6,977-40.1% |
| Admin fee / account holder | $4,716 | $18,429-74.4% | $16,712-71.8% | $19,030-75.2% |