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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 | $9,324 | $114,119-91.8% | $107,187-91.3% | $138,895-93.3% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 13.72% | 273.21%-259.5pp | 204.55%-190.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $520 | $4,059-87.2% | $3,782-86.3% | $4,194-87.6% |
| Participant deferral / active EE | $1,511 | $5,538-72.7% | $5,096-70.4% | $6,396-76.4% |
| Admin fee / account holder | $2,501 | $10,024-75.0% | $9,162-72.7% | $12,562-80.1% |