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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 | $110,505 | $162,136-31.8% | $152,301-27.4% | $154,746-28.6% |
| Participation rate | 76.9% | 84.1%-7.2pp | 82.4%-5.5pp | 80.7%-3.8pp |
| Annual return | 18.36% | 91.02%-72.7pp | 80.50%-62.1pp | 172.34%-154.0pp |
| Employer contribution / active EE | $378 | $4,890-92.3% | $4,624-91.8% | $4,379-91.4% |
| Participant deferral / active EE | $8,588 | $8,341+3.0% | $8,004+7.3% | $6,730+27.6% |
| Admin fee / account holder | $1,282 | $15,759-91.9% | $14,398-91.1% | $14,365-91.1% |