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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 | $32,765 | $223,823-85.4% | $211,142-84.5% | $154,746-78.8% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 17.82% | 50.39%-32.6pp | 46.84%-29.0pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,168 | $6,787-82.8% | $6,442-81.9% | $4,379-73.3% |
| Participant deferral / active EE | $6,345 | $9,750-34.9% | $9,284-31.7% | $6,730-5.7% |
| Admin fee / account holder | $1,990 | $19,707-89.9% | $19,076-89.6% | $14,365-86.2% |