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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 | $18,131 | $162,136-88.8% | $152,301-88.1% | $154,746-88.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 32.51% | 91.02%-58.5pp | 80.50%-48.0pp | 172.34%-139.8pp |
| Employer contribution / active EE | $861 | $4,890-82.4% | $4,624-81.4% | $4,379-80.3% |
| Participant deferral / active EE | $7,697 | $8,341-7.7% | $8,004-3.8% | $6,730+14.4% |
| Admin fee / account holder | $457 | $15,759-97.1% | $14,398-96.8% | $14,365-96.8% |