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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 | $54,007 | $157,304-65.7% | $141,197-61.8% | $152,909-64.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 21.44% | 64.34%-42.9pp | 71.41%-50.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $829 | $5,263-84.2% | $4,736-82.5% | $4,764-82.6% |
| Participant deferral / active EE | $2,582 | $7,111-63.7% | $6,710-61.5% | $5,851-55.9% |
| Admin fee / account holder | $379 | $12,126-96.9% | $10,265-96.3% | $11,601-96.7% |