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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 | $136,505 | $209,336-34.8% | $197,124-30.8% | $137,256-0.5% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 12.74% | 48.09%-35.4pp | 44.34%-31.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,095 | $6,591-83.4% | $6,227-82.4% | $4,156-73.7% |
| Participant deferral / active EE | $3,823 | $9,614-60.2% | $9,135-58.2% | $6,407-40.3% |
| Admin fee / account holder | $331 | $17,308-98.1% | $16,298-98.0% | $12,270-97.3% |