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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 | $47,867 | $114,119-58.1% | $107,187-55.3% | $138,895-65.5% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 21.12% | 273.21%-252.1pp | 204.55%-183.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $562 | $4,059-86.1% | $3,782-85.1% | $4,194-86.6% |
| Participant deferral / active EE | $5,160 | $5,538-6.8% | $5,096+1.2% | $6,396-19.3% |
| Admin fee / account holder | $1,337 | $10,024-86.7% | $9,162-85.4% | $12,562-89.4% |