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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 | $43,496 | $162,136-73.2% | $152,301-71.4% | $154,746-71.9% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 21.34% | 91.02%-69.7pp | 80.50%-59.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $906 | $4,890-81.5% | $4,624-80.4% | $4,379-79.3% |
| Participant deferral / active EE | $5,082 | $8,341-39.1% | $8,004-36.5% | $6,730-24.5% |
| Admin fee / account holder | $1,304 | $15,759-91.7% | $14,398-90.9% | $14,365-90.9% |