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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 | $63,935 | $211,288-69.7% | $178,540-64.2% | $145,884-56.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 8.99% | 30.27%-21.3pp | 27.15%-18.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $422 | $4,574-90.8% | $3,953-89.3% | $4,662-91.0% |
| Participant deferral / active EE | $1,512 | $6,967-78.3% | $6,281-75.9% | $6,690-77.4% |
| Admin fee / account holder | $1,003 | $12,105-91.7% | $10,424-90.4% | $13,392-92.5% |