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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 | $25,533 | $114,119-77.6% | $107,187-76.2% | $138,895-81.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 13.30% | 273.21%-259.9pp | 204.55%-191.2pp | 145.39%-132.1pp |
| Employer contribution / active EE | $714 | $4,059-82.4% | $3,782-81.1% | $4,194-83.0% |
| Participant deferral / active EE | $4,813 | $5,538-13.1% | $5,096-5.6% | $6,396-24.8% |
| Admin fee / account holder | $651 | $10,024-93.5% | $9,162-92.9% | $12,562-94.8% |