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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 | $22,908 | $156,398-85.4% | $147,318-84.5% | $138,895-83.5% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 12.69% | 78.75%-66.1pp | 70.43%-57.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $887 | $4,853-81.7% | $4,593-80.7% | $4,194-78.9% |
| Participant deferral / active EE | $3,191 | $8,237-61.3% | $7,906-59.6% | $6,396-50.1% |
| Admin fee / account holder | $2,827 | $14,976-81.1% | $13,708-79.4% | $12,562-77.5% |