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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 | $48,289 | $154,228-68.7% | $145,433-66.8% | $137,256-64.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 13.83% | 74.59%-60.8pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $719 | $4,804-85.0% | $4,554-84.2% | $4,156-82.7% |
| Participant deferral / active EE | $2,670 | $8,216-67.5% | $7,897-66.2% | $6,407-58.3% |
| Admin fee / account holder | $2,785 | $14,344-80.6% | $13,129-78.8% | $12,270-77.3% |