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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 | $227,399-66.5% | $189,758-59.9% | $198,609-61.7% |
| Participation rate | 94.1% | 84.0%+10.1pp | 79.8%+14.3pp | 82.4%+11.7pp |
| Annual return | 14.84% | 61.03%-46.2pp | 52.62%-37.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $788 | $5,526-85.7% | $4,767-83.5% | $5,055-84.4% |
| Participant deferral / active EE | $3,544 | $6,837-48.2% | $5,856-39.5% | $6,977-49.2% |
| Admin fee / account holder | $3,371 | $25,162-86.6% | $20,388-83.5% | $19,030-82.3% |