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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 | $46,673 | $154,228-69.7% | $145,433-67.9% | $137,256-66.0% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 22.05% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $782 | $4,804-83.7% | $4,554-82.8% | $4,156-81.2% |
| Participant deferral / active EE | $11,273 | $8,216+37.2% | $7,897+42.7% | $6,407+76.0% |
| Admin fee / account holder | $736 | $14,344-94.9% | $13,129-94.4% | $12,270-94.0% |