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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 | $50,403 | $178,174-71.7% | $156,181-67.7% | $137,256-63.3% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 17.66% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,043 | $4,972-79.0% | $4,294-75.7% | $4,156-74.9% |
| Participant deferral / active EE | $2,619 | $6,888-62.0% | $6,132-57.3% | $6,407-59.1% |
| Admin fee / account holder | $5,138 | $17,404-70.5% | $14,586-64.8% | $12,270-58.1% |