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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 | $136,283 | $181,062-24.7% | $158,223-13.9% | $155,188-12.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 14.39% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $124 | $4,565-97.3% | $4,109-97.0% | $4,248-97.1% |
| Participant deferral / active EE | $7,397 | $6,134+20.6% | $5,467+35.3% | $6,531+13.3% |
| Admin fee / account holder | $15,468 | $18,825-17.8% | $16,047-3.6% | $14,480+6.8% |