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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 | $48,263 | $197,603-75.6% | $177,827-72.9% | $158,950-69.6% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 17.40% | 58.76%-41.4pp | 48.32%-30.9pp | 302.91%-285.5pp |
| Employer contribution / active EE | $1,295 | $6,698-80.7% | $5,918-78.1% | $4,762-72.8% |
| Participant deferral / active EE | $8,180 | $8,404-2.7% | $7,713+6.0% | $5,983+36.7% |
| Admin fee / account holder | $3,176 | $15,402-79.4% | $12,429-74.4% | $11,248-71.8% |