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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 | $75,944 | $223,823-66.1% | $211,142-64.0% | $154,746-50.9% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 20.56% | 50.39%-29.8pp | 46.84%-26.3pp | 172.34%-151.8pp |
| Employer contribution / active EE | $785 | $6,787-88.4% | $6,442-87.8% | $4,379-82.1% |
| Participant deferral / active EE | $12,539 | $9,750+28.6% | $9,284+35.1% | $6,730+86.3% |
| Admin fee / account holder | $1,237 | $19,707-93.7% | $19,076-93.5% | $14,365-91.4% |