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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 | $48,597 | $185,312-73.8% | $161,489-69.9% | $154,746-68.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 10.74% | 103.84%-93.1pp | 89.72%-79.0pp | 172.34%-161.6pp |
| Employer contribution / active EE | $409 | $4,769-91.4% | $4,268-90.4% | $4,379-90.7% |
| Participant deferral / active EE | $3,737 | $6,350-41.1% | $5,630-33.6% | $6,730-44.5% |
| Admin fee / account holder | $1,272 | $18,654-93.2% | $16,006-92.1% | $14,365-91.1% |