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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 | $167,787 | $223,823-25.0% | $211,142-20.5% | $154,746+8.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.88% | 50.39%-37.5pp | 46.84%-34.0pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,389 | $6,787-79.5% | $6,442-78.4% | $4,379-68.3% |
| Participant deferral / active EE | $6,205 | $9,750-36.4% | $9,284-33.2% | $6,730-7.8% |
| Admin fee / account holder | $590 | $19,707-97.0% | $19,076-96.9% | $14,365-95.9% |