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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 | $28,637 | $154,228-81.4% | $145,433-80.3% | $137,256-79.1% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 15.24% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $493 | $4,804-89.7% | $4,554-89.2% | $4,156-88.1% |
| Participant deferral / active EE | $3,815 | $8,216-53.6% | $7,897-51.7% | $6,407-40.4% |
| Admin fee / account holder | $3,140 | $14,344-78.1% | $13,129-76.1% | $12,270-74.4% |