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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 | $57,117 | $174,379-67.2% | $152,093-62.4% | $138,895-58.9% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 16.18% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $491 | $4,652-89.4% | $4,175-88.2% | $4,194-88.3% |
| Participant deferral / active EE | $8,064 | $6,159+30.9% | $5,451+47.9% | $6,396+26.1% |
| Admin fee / account holder | $19,386 | $16,880+14.8% | $14,497+33.7% | $12,562+54.3% |