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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 | $26,428 | $154,228-82.9% | $145,433-81.8% | $137,256-80.7% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 15.05% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $586 | $4,804-87.8% | $4,554-87.1% | $4,156-85.9% |
| Participant deferral / active EE | $3,760 | $8,216-54.2% | $7,897-52.4% | $6,407-41.3% |
| Admin fee / account holder | $1,423 | $14,344-90.1% | $13,129-89.2% | $12,270-88.4% |