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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 | $16,658 | $174,379-90.4% | $152,093-89.0% | $138,895-88.0% |
| Participation rate | 70.6% | 81.6%-11.1pp | 77.8%-7.2pp | 79.9%-9.3pp |
| Annual return | 21.59% | 74.86%-53.3pp | 66.36%-44.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $872 | $4,652-81.2% | $4,175-79.1% | $4,194-79.2% |
| Participant deferral / active EE | $3,802 | $6,159-38.3% | $5,451-30.3% | $6,396-40.6% |
| Admin fee / account holder | $2,739 | $16,880-83.8% | $14,497-81.1% | $12,562-78.2% |