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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 | $29,653 | $209,336-85.8% | $197,124-85.0% | $137,256-78.4% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 17.25% | 48.09%-30.8pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,124 | $6,591-83.0% | $6,227-82.0% | $4,156-73.0% |
| Participant deferral / active EE | $4,015 | $9,614-58.2% | $9,135-56.1% | $6,407-37.3% |
| Admin fee / account holder | $3,304 | $17,308-80.9% | $16,298-79.7% | $12,270-73.1% |