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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 | $60,281 | $157,304-61.7% | $141,197-57.3% | $152,909-60.6% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 26.46% | 64.34%-37.9pp | 71.41%-44.9pp | 345.46%-319.0pp |
| Employer contribution / active EE | $938 | $5,263-82.2% | $4,736-80.2% | $4,764-80.3% |
| Participant deferral / active EE | $9,663 | $7,111+35.9% | $6,710+44.0% | $5,851+65.1% |
| Admin fee / account holder | $323 | $12,126-97.3% | $10,265-96.9% | $11,601-97.2% |