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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 | $29,296 | $172,111-83.0% | $150,298-80.5% | $137,256-78.7% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 11.87% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $462 | $4,636-90.0% | $4,154-88.9% | $4,156-88.9% |
| Participant deferral / active EE | $2,758 | $6,166-55.3% | $5,453-49.4% | $6,407-56.9% |
| Admin fee / account holder | $428 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |