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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 | $56,151 | $172,111-67.4% | $150,298-62.6% | $137,256-59.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 15.19% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $44 | $4,636-99.1% | $4,154-99.0% | $4,156-99.0% |
| Participant deferral / active EE | $9,922 | $6,166+60.9% | $5,453+82.0% | $6,407+54.9% |
| Admin fee / account holder | $1,135 | $16,471-93.1% | $14,116-92.0% | $12,270-90.8% |