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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 | $98,498 | $156,398-37.0% | $147,318-33.1% | $138,895-29.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 14.76% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $595 | $4,853-87.7% | $4,593-87.1% | $4,194-85.8% |
| Participant deferral / active EE | $3,607 | $8,237-56.2% | $7,906-54.4% | $6,396-43.6% |
| Admin fee / account holder | $2,211 | $14,976-85.2% | $13,708-83.9% | $12,562-82.4% |