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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 | $36,100 | $165,399-78.2% | $149,745-75.9% | $158,982-77.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.83% | 348.34%-329.5pp | 276.72%-257.9pp | 302.99%-284.2pp |
| Employer contribution / active EE | $576 | $5,105-88.7% | $4,646-87.6% | $4,763-87.9% |
| Participant deferral / active EE | $3,854 | $7,183-46.3% | $6,843-43.7% | $5,983-35.6% |
| Admin fee / account holder | $2,246 | $10,811-79.2% | $9,312-75.9% | $11,252-80.0% |