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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 | $74,676 | $168,636-55.7% | $147,618-49.4% | $125,388-40.4% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 1.02% | 77.65%-76.6pp | 61.98%-61.0pp | 282.24%-281.2pp |
| Employer contribution / active EE | $792 | $6,252-87.3% | $5,565-85.8% | $4,866-83.7% |
| Participant deferral / active EE | $3,826 | $5,507-30.5% | $4,895-21.9% | $5,352-28.5% |
| Admin fee / account holder | $1,305 | $13,580-90.4% | $11,612-88.8% | $9,541-86.3% |