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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 | $66,936 | $155,555-57.0% | $146,866-54.4% | $155,188-56.9% |
| Participation rate | 84.6% | 84.0%+0.7pp | 82.5%+2.1pp | 80.8%+3.8pp |
| Annual return | 12.52% | 115.41%-102.9pp | 102.85%-90.3pp | 148.84%-136.3pp |
| Employer contribution / active EE | $628 | $4,647-86.5% | $4,425-85.8% | $4,248-85.2% |
| Participant deferral / active EE | $4,121 | $8,044-48.8% | $7,759-46.9% | $6,531-36.9% |
| Admin fee / account holder | $4,862 | $14,755-67.0% | $13,620-64.3% | $14,480-66.4% |