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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 | $67,308 | $185,312-63.7% | $161,489-58.3% | $154,746-56.5% |
| Participation rate | 95.8% | 82.5%+13.4pp | 78.7%+17.1pp | 80.7%+15.1pp |
| Annual return | 16.30% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $50 | $4,769-98.9% | $4,268-98.8% | $4,379-98.9% |
| Participant deferral / active EE | $5,276 | $6,350-16.9% | $5,630-6.3% | $6,730-21.6% |
| Admin fee / account holder | $6,856 | $18,654-63.2% | $16,006-57.2% | $14,365-52.3% |