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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 | $48,530 | $148,629-67.3% | $135,982-64.3% | $139,487-65.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.17% | 79.33%-60.2pp | 68.32%-49.2pp | 373.84%-354.7pp |
| Employer contribution / active EE | $664 | $5,247-87.3% | $4,859-86.3% | $4,755-86.0% |
| Participant deferral / active EE | $8,935 | $8,102+10.3% | $7,760+15.1% | $6,713+33.1% |
| Admin fee / account holder | $9,599 | $12,406-22.6% | $10,767-10.8% | $11,407-15.8% |