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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 | $223,823-59.0% | $211,142-56.5% | $154,746-40.6% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 18.97% | 50.39%-31.4pp | 46.84%-27.9pp | 172.34%-153.4pp |
| Employer contribution / active EE | $974 | $6,787-85.7% | $6,442-84.9% | $4,379-77.8% |
| Participant deferral / active EE | $13,756 | $9,750+41.1% | $9,284+48.2% | $6,730+104.4% |
| Admin fee / account holder | $3,100 | $19,707-84.3% | $19,076-83.8% | $14,365-78.4% |