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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 | $196,511 | $209,336-6.1% | $197,124-0.3% | $137,256+43.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 12.01% | 48.09%-36.1pp | 44.34%-32.3pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,117 | $6,591-83.0% | $6,227-82.1% | $4,156-73.1% |
| Participant deferral / active EE | $4,248 | $9,614-55.8% | $9,135-53.5% | $6,407-33.7% |
| Admin fee / account holder | $3,659 | $17,308-78.9% | $16,298-77.6% | $12,270-70.2% |