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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 | $65,159 | $223,823-70.9% | $211,142-69.1% | $154,746-57.9% |
| Participation rate | 95.2% | 87.9%+7.4pp | 87.3%+7.9pp | 80.7%+14.5pp |
| Annual return | 14.74% | 50.39%-35.7pp | 46.84%-32.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,456 | $6,787-78.6% | $6,442-77.4% | $4,379-66.8% |
| Participant deferral / active EE | $5,729 | $9,750-41.2% | $9,284-38.3% | $6,730-14.9% |
| Admin fee / account holder | $8,237 | $19,707-58.2% | $19,076-56.8% | $14,365-42.7% |