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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 | $36,183 | $178,174-79.7% | $156,181-76.8% | $137,256-73.6% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.8%+5.4pp | 80.0%+4.3pp |
| Annual return | 15.72% | 84.19%-68.5pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $692 | $4,972-86.1% | $4,294-83.9% | $4,156-83.4% |
| Participant deferral / active EE | $3,002 | $6,888-56.4% | $6,132-51.0% | $6,407-53.1% |
| Admin fee / account holder | $526 | $17,404-97.0% | $14,586-96.4% | $12,270-95.7% |