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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 | $61,689 | $127,386-51.6% | $115,037-46.4% | $125,388-50.8% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -2.98% | 31.28%-34.3pp | 26.14%-29.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $695 | $5,166-86.5% | $4,608-84.9% | $4,866-85.7% |
| Participant deferral / active EE | $3,711 | $6,423-42.2% | $6,026-38.4% | $5,352-30.7% |
| Admin fee / account holder | $1,001 | $9,516-89.5% | $8,175-87.8% | $9,541-89.5% |