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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 | $157,270-65.7% | $141,173-61.7% | $152,870-64.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 21.44% | 64.33%-42.9pp | 71.40%-50.0pp | 345.34%-323.9pp |
| Employer contribution / active EE | $829 | $5,261-84.2% | $4,735-82.5% | $4,763-82.6% |
| Participant deferral / active EE | $2,582 | $7,110-63.7% | $6,710-61.5% | $5,850-55.9% |
| Admin fee / account holder | $379 | $12,121-96.9% | $10,262-96.3% | $11,597-96.7% |