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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 | $76,131 | $185,312-58.9% | $161,489-52.9% | $154,746-50.8% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.7%+15.4pp | 80.7%+13.4pp |
| Annual return | 14.84% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $788 | $4,769-83.5% | $4,268-81.5% | $4,379-82.0% |
| Participant deferral / active EE | $3,544 | $6,350-44.2% | $5,630-37.0% | $6,730-47.3% |
| Admin fee / account holder | $3,371 | $18,654-81.9% | $16,006-78.9% | $14,365-76.5% |