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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 | $162,136-83.7% | $152,301-82.6% | $154,746-82.9% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 15.05% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $586 | $4,890-88.0% | $4,624-87.3% | $4,379-86.6% |
| Participant deferral / active EE | $3,760 | $8,341-54.9% | $8,004-53.0% | $6,730-44.1% |
| Admin fee / account holder | $1,423 | $15,759-91.0% | $14,398-90.1% | $14,365-90.1% |