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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 | $162,136-82.3% | $152,301-81.2% | $154,746-81.5% |
| Participation rate | 95.8% | 84.1%+11.7pp | 82.4%+13.4pp | 80.7%+15.1pp |
| Annual return | 15.24% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $493 | $4,890-89.9% | $4,624-89.3% | $4,379-88.7% |
| Participant deferral / active EE | $3,815 | $8,341-54.3% | $8,004-52.3% | $6,730-43.3% |
| Admin fee / account holder | $3,140 | $15,759-80.1% | $14,398-78.2% | $14,365-78.1% |