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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 | $58,222 | $156,398-62.8% | $147,318-60.5% | $138,895-58.1% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.1pp | 79.9%-1.0pp |
| Annual return | 20.90% | 78.75%-57.8pp | 70.43%-49.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $674 | $4,853-86.1% | $4,593-85.3% | $4,194-83.9% |
| Participant deferral / active EE | $4,362 | $8,237-47.1% | $7,906-44.8% | $6,396-31.8% |
| Admin fee / account holder | $2,378 | $14,976-84.1% | $13,708-82.7% | $12,562-81.1% |