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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 | $79,807 | $223,823-64.3% | $211,142-62.2% | $154,746-48.4% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 16.98% | 50.39%-33.4pp | 46.84%-29.9pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,384 | $6,787-79.6% | $6,442-78.5% | $4,379-68.4% |
| Participant deferral / active EE | $6,820 | $9,750-30.1% | $9,284-26.5% | $6,730+1.3% |
| Admin fee / account holder | $1,097 | $19,707-94.4% | $19,076-94.3% | $14,365-92.4% |