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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 | $275,752-76.4% | $256,809-74.6% | $198,609-67.2% |
| Participation rate | 95.2% | 89.2%+6.1pp | 88.5%+6.7pp | 82.4%+12.9pp |
| Annual return | 14.74% | 34.81%-20.1pp | 32.73%-18.0pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,456 | $7,721-81.1% | $7,263-80.0% | $5,055-71.2% |
| Participant deferral / active EE | $5,729 | $10,037-42.9% | $9,520-39.8% | $6,977-17.9% |
| Admin fee / account holder | $8,237 | $25,716-68.0% | $25,146-67.2% | $19,030-56.7% |