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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 | $38,984 | $129,737-70.0% | $119,126-67.3% | $154,746-74.8% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 17.25% | 379.08%-361.8pp | 282.11%-264.9pp | 172.34%-155.1pp |
| Employer contribution / active EE | $923 | $4,375-78.9% | $4,034-77.1% | $4,379-78.9% |
| Participant deferral / active EE | $2,807 | $5,842-51.9% | $5,318-47.2% | $6,730-58.3% |
| Admin fee / account holder | $942 | $11,961-92.1% | $10,693-91.2% | $14,365-93.4% |