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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 | $110,731 | $88,672+24.9% | $105,223+5.2% | $82,448+34.3% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 15.46% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $630 | $3,048-79.3% | $3,689-82.9% | $2,551-75.3% |
| Participant deferral / active EE | $4,101 | $4,036+1.6% | $5,072-19.1% | $4,139-0.9% |
| Admin fee / account holder | $10,270 | $7,146+43.7% | $8,859+15.9% | $7,234+42.0% |