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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 | $172,111-55.8% | $150,298-49.3% | $137,256-44.5% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 14.84% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $788 | $4,636-83.0% | $4,154-81.0% | $4,156-81.0% |
| Participant deferral / active EE | $3,544 | $6,166-42.5% | $5,453-35.0% | $6,407-44.7% |
| Admin fee / account holder | $3,371 | $16,471-79.5% | $14,116-76.1% | $12,270-72.5% |