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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 | $181,062-58.0% | $158,223-51.9% | $155,188-50.9% |
| Participation rate | 94.1% | 82.7%+11.5pp | 79.2%+14.9pp | 80.8%+13.3pp |
| Annual return | 14.84% | 57.39%-42.5pp | 52.09%-37.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $788 | $4,565-82.7% | $4,109-80.8% | $4,248-81.4% |
| Participant deferral / active EE | $3,544 | $6,134-42.2% | $5,467-35.2% | $6,531-45.7% |
| Admin fee / account holder | $3,371 | $18,825-82.1% | $16,047-79.0% | $14,480-76.7% |