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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 | $52,179 | $157,304-66.8% | $141,197-63.0% | $152,909-65.9% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.5%-1.5pp |
| Annual return | 21.24% | 64.34%-43.1pp | 71.41%-50.2pp | 345.46%-324.2pp |
| Employer contribution / active EE | $480 | $5,263-90.9% | $4,736-89.9% | $4,764-89.9% |
| Participant deferral / active EE | $6,765 | $7,111-4.9% | $6,710+0.8% | $5,851+15.6% |
| Admin fee / account holder | $2,484 | $12,126-79.5% | $10,265-75.8% | $11,601-78.6% |