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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 | $75,929 | $209,336-63.7% | $197,124-61.5% | $137,256-44.7% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 18.01% | 48.09%-30.1pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,336 | $6,591-79.7% | $6,227-78.6% | $4,156-67.9% |
| Participant deferral / active EE | $10,875 | $9,614+13.1% | $9,135+19.0% | $6,407+69.7% |
| Admin fee / account holder | $345 | $17,308-98.0% | $16,298-97.9% | $12,270-97.2% |