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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 | $119,744 | $139,948-14.4% | $121,663-1.6% | $154,746-22.6% |
| Participation rate | 93.3% | 78.0%+15.3pp | 74.5%+18.8pp | 80.7%+12.6pp |
| Annual return | 14.44% | 230.52%-216.1pp | 147.54%-133.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $653 | $3,521-81.5% | $3,020-78.4% | $4,379-85.1% |
| Participant deferral / active EE | $3,064 | $5,629-45.6% | $4,887-37.3% | $6,730-54.5% |
| Admin fee / account holder | $3,620 | $17,321-79.1% | $14,289-74.7% | $14,365-74.8% |