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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 | $80,752 | $183,516-56.0% | $155,534-48.1% | $145,884-44.6% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 18.71% | 61.43%-42.7pp | 64.92%-46.2pp | 551.85%-533.1pp |
| Employer contribution / active EE | $445 | $5,315-91.6% | $4,675-90.5% | $4,662-90.4% |
| Participant deferral / active EE | $3,961 | $6,467-38.7% | $5,630-29.7% | $6,690-40.8% |
| Admin fee / account holder | $1,200 | $19,293-93.8% | $15,900-92.5% | $13,392-91.0% |