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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 | $185,312-69.2% | $161,489-64.6% | $154,746-63.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 16.18% | 103.84%-87.7pp | 89.72%-73.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $491 | $4,769-89.7% | $4,268-88.5% | $4,379-88.8% |
| Participant deferral / active EE | $8,064 | $6,350+27.0% | $5,630+43.2% | $6,730+19.8% |
| Admin fee / account holder | $19,386 | $18,654+3.9% | $16,006+21.1% | $14,365+35.0% |