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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 | $28,006 | $162,136-82.7% | $152,301-81.6% | $154,746-81.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 18.72% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $796 | $4,890-83.7% | $4,624-82.8% | $4,379-81.8% |
| Participant deferral / active EE | $2,692 | $8,341-67.7% | $8,004-66.4% | $6,730-60.0% |
| Admin fee / account holder | $1,333 | $15,759-91.5% | $14,398-90.7% | $14,365-90.7% |