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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 | $174,379-61.4% | $152,093-55.7% | $138,895-51.5% |
| Participation rate | 95.8% | 81.6%+14.2pp | 77.8%+18.1pp | 79.9%+15.9pp |
| Annual return | 16.30% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $50 | $4,652-98.9% | $4,175-98.8% | $4,194-98.8% |
| Participant deferral / active EE | $5,276 | $6,159-14.3% | $5,451-3.2% | $6,396-17.5% |
| Admin fee / account holder | $6,856 | $16,880-59.4% | $14,497-52.7% | $12,562-45.4% |