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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 | $25,427 | $185,312-86.3% | $161,489-84.3% | $154,746-83.6% |
| Participation rate | 78.3% | 82.5%-4.2pp | 78.7%-0.4pp | 80.7%-2.4pp |
| Annual return | 10.27% | 103.84%-93.6pp | 89.72%-79.5pp | 172.34%-162.1pp |
| Employer contribution / active EE | $849 | $4,769-82.2% | $4,268-80.1% | $4,379-80.6% |
| Participant deferral / active EE | $6,100 | $6,350-3.9% | $5,630+8.4% | $6,730-9.4% |
| Admin fee / account holder | $1,933 | $18,654-89.6% | $16,006-87.9% | $14,365-86.5% |