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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 | $109,949 | $154,228-28.7% | $145,433-24.4% | $137,256-19.9% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 15.52% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $535 | $4,804-88.9% | $4,554-88.2% | $4,156-87.1% |
| Participant deferral / active EE | $3,584 | $8,216-56.4% | $7,897-54.6% | $6,407-44.1% |
| Admin fee / account holder | $1,821 | $14,344-87.3% | $13,129-86.1% | $12,270-85.2% |