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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 | $26,758 | $209,336-87.2% | $197,124-86.4% | $137,256-80.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 19.05% | 48.09%-29.0pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,300 | $6,591-80.3% | $6,227-79.1% | $4,156-68.7% |
| Participant deferral / active EE | $7,205 | $9,614-25.1% | $9,135-21.1% | $6,407+12.5% |
| Admin fee / account holder | $346 | $17,308-98.0% | $16,298-97.9% | $12,270-97.2% |