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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 | $44,563 | $183,539-75.7% | $155,556-71.4% | $145,897-69.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.44% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $517 | $5,315-90.3% | $4,675-88.9% | $4,663-88.9% |
| Participant deferral / active EE | $8,395 | $6,467+29.8% | $5,631+49.1% | $6,689+25.5% |
| Admin fee / account holder | $5,755 | $19,275-70.1% | $15,885-63.8% | $13,390-57.0% |