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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 | $36,311 | $209,336-82.7% | $197,124-81.6% | $137,256-73.5% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 22.56% | 48.09%-25.5pp | 44.34%-21.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,294 | $6,591-80.4% | $6,227-79.2% | $4,156-68.9% |
| Participant deferral / active EE | $6,884 | $9,614-28.4% | $9,135-24.6% | $6,407+7.5% |
| Admin fee / account holder | $1,421 | $17,308-91.8% | $16,298-91.3% | $12,270-88.4% |