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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 | $59,769 | $157,276-62.0% | $141,177-57.7% | $152,885-60.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 22.07% | 64.33%-42.3pp | 71.40%-49.3pp | 345.39%-323.3pp |
| Employer contribution / active EE | $758 | $5,262-85.6% | $4,736-84.0% | $4,763-84.1% |
| Participant deferral / active EE | $4,711 | $7,110-33.7% | $6,710-29.8% | $5,851-19.5% |
| Admin fee / account holder | $333 | $12,123-97.3% | $10,263-96.8% | $11,598-97.1% |