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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 | $51,196 | $157,276-67.4% | $141,177-63.7% | $152,885-66.5% |
| Participation rate | 77.3% | 84.8%-7.5pp | 82.5%-5.2pp | 82.5%-5.2pp |
| Annual return | 20.77% | 64.33%-43.6pp | 71.40%-50.6pp | 345.39%-324.6pp |
| Employer contribution / active EE | $577 | $5,262-89.0% | $4,736-87.8% | $4,763-87.9% |
| Participant deferral / active EE | $4,203 | $7,110-40.9% | $6,710-37.4% | $5,851-28.2% |
| Admin fee / account holder | $15,773 | $12,123+30.1% | $10,263+53.7% | $11,598+36.0% |