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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 | $112,045 | $124,425-9.9% | $112,0400% | $137,256-18.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.31% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $309 | $3,411-90.9% | $2,954-89.5% | $4,156-92.6% |
| Participant deferral / active EE | $2,042 | $5,718-64.3% | $5,098-59.9% | $6,407-68.1% |
| Admin fee / account holder | $510 | $15,207-96.6% | $12,098-95.8% | $12,270-95.8% |