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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 | $93,420 | $185,312-49.6% | $161,489-42.2% | $154,746-39.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 21.91% | 103.84%-81.9pp | 89.72%-67.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $808 | $4,769-83.1% | $4,268-81.1% | $4,379-81.6% |
| Participant deferral / active EE | $6,662 | $6,350+4.9% | $5,630+18.3% | $6,730-1.0% |
| Admin fee / account holder | $382 | $18,654-98.0% | $16,006-97.6% | $14,365-97.3% |