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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 | $153,062 | $178,174-14.1% | $156,181-2.0% | $137,256+11.5% |
| Participation rate | 73.9% | 82.0%-8.1pp | 78.8%-4.9pp | 80.0%-6.0pp |
| Annual return | 15.37% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $431 | $4,972-91.3% | $4,294-90.0% | $4,156-89.6% |
| Participant deferral / active EE | $2,940 | $6,888-57.3% | $6,132-52.1% | $6,407-54.1% |
| Admin fee / account holder | $1,143 | $17,404-93.4% | $14,586-92.2% | $12,270-90.7% |