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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 | $38,035 | $209,336-81.8% | $197,124-80.7% | $137,256-72.3% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 19.54% | 48.09%-28.6pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,173 | $6,591-82.2% | $6,227-81.2% | $4,156-71.8% |
| Participant deferral / active EE | $6,290 | $9,614-34.6% | $9,135-31.1% | $6,407-1.8% |
| Admin fee / account holder | $2,194 | $17,308-87.3% | $16,298-86.5% | $12,270-82.1% |