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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 | $19,088 | $92,798-79.4% | $96,707-80.3% | $137,256-86.1% |
| Participation rate | 84.2% | 81.6%+2.6pp | 80.4%+3.9pp | 80.0%+4.3pp |
| Annual return | 15.23% | 31.24%-16.0pp | 34.78%-19.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $894 | $4,147-78.4% | $4,191-78.7% | $4,156-78.5% |
| Participant deferral / active EE | $5,043 | $5,877-14.2% | $5,997-15.9% | $6,407-21.3% |
| Admin fee / account holder | $2,018 | $7,946-74.6% | $7,503-73.1% | $12,270-83.6% |