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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 | $156,398-57.2% | $147,318-54.6% | $138,895-51.8% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 12.52% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $628 | $4,853-87.1% | $4,593-86.3% | $4,194-85.0% |
| Participant deferral / active EE | $4,121 | $8,237-50.0% | $7,906-47.9% | $6,396-35.6% |
| Admin fee / account holder | $4,862 | $14,976-67.5% | $13,708-64.5% | $12,562-61.3% |