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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 | $29,750 | $156,398-81.0% | $147,318-79.8% | $138,895-78.6% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 79.9%-6.2pp |
| Annual return | 14.84% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $572 | $4,853-88.2% | $4,593-87.5% | $4,194-86.4% |
| Participant deferral / active EE | $5,253 | $8,237-36.2% | $7,906-33.6% | $6,396-17.9% |
| Admin fee / account holder | $2,573 | $14,976-82.8% | $13,708-81.2% | $12,562-79.5% |