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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 | $29,809 | $209,336-85.8% | $197,124-84.9% | $137,256-78.3% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 16.83% | 48.09%-31.3pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,223 | $6,591-81.4% | $6,227-80.4% | $4,156-70.6% |
| Participant deferral / active EE | $3,376 | $9,614-64.9% | $9,135-63.0% | $6,407-47.3% |
| Admin fee / account holder | $1,168 | $17,308-93.3% | $16,298-92.8% | $12,270-90.5% |