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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 | $91,845 | $209,336-56.1% | $197,124-53.4% | $137,256-33.1% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 18.97% | 48.09%-29.1pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $974 | $6,591-85.2% | $6,227-84.4% | $4,156-76.6% |
| Participant deferral / active EE | $13,756 | $9,614+43.1% | $9,135+50.6% | $6,407+114.7% |
| Admin fee / account holder | $3,100 | $17,308-82.1% | $16,298-81.0% | $12,270-74.7% |