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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 | $227,291-39.9% | $214,702-36.4% | $155,188-12.0% |
| Participation rate | 81.8% | 88.0%-6.2pp | 87.5%-5.7pp | 80.8%+1.0pp |
| Annual return | 12.74% | 60.08%-47.3pp | 54.55%-41.8pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,095 | $6,772-83.8% | $6,461-83.1% | $4,248-74.2% |
| Participant deferral / active EE | $3,823 | $9,582-60.1% | $9,147-58.2% | $6,531-41.5% |
| Admin fee / account holder | $331 | $20,413-98.4% | $19,830-98.3% | $14,480-97.7% |