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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 | $27,865 | $185,312-85.0% | $161,489-82.7% | $154,746-82.0% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 15.66% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $886 | $4,769-81.4% | $4,268-79.2% | $4,379-79.8% |
| Participant deferral / active EE | $2,454 | $6,350-61.4% | $5,630-56.4% | $6,730-63.5% |
| Admin fee / account holder | $1,488 | $18,654-92.0% | $16,006-90.7% | $14,365-89.6% |