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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 | $209,473 | $182,442+14.8% | $163,379+28.2% | $138,895+50.8% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.8%-6.8pp | 79.9%-9.9pp |
| Annual return | 12.15% | 72.74%-60.6pp | 63.41%-51.3pp | 145.39%-133.2pp |
| Employer contribution / active EE | $397 | $4,159-90.5% | $3,752-89.4% | $4,194-90.5% |
| Participant deferral / active EE | $3,568 | $6,817-47.7% | $6,282-43.2% | $6,396-44.2% |
| Admin fee / account holder | $1,000 | $10,396-90.4% | $9,818-89.8% | $12,562-92.0% |