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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 | $32,612 | $154,228-78.9% | $145,433-77.6% | $137,256-76.2% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 16.59% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $824 | $4,804-82.8% | $4,554-81.9% | $4,156-80.2% |
| Participant deferral / active EE | $3,411 | $8,216-58.5% | $7,897-56.8% | $6,407-46.8% |
| Admin fee / account holder | $2,354 | $14,344-83.6% | $13,129-82.1% | $12,270-80.8% |