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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 | $49,201 | $165,351-70.2% | $149,710-67.1% | $158,931-69.0% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 13.47% | 348.19%-334.7pp | 276.63%-263.2pp | 302.86%-289.4pp |
| Employer contribution / active EE | $843 | $5,103-83.5% | $4,645-81.8% | $4,761-82.3% |
| Participant deferral / active EE | $3,991 | $7,181-44.4% | $6,842-41.7% | $5,982-33.3% |
| Admin fee / account holder | $2,071 | $10,807-80.8% | $9,309-77.8% | $11,247-81.6% |