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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 | $25,792 | $154,228-83.3% | $145,433-82.3% | $137,256-81.2% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 19.81% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $810 | $4,804-83.1% | $4,554-82.2% | $4,156-80.5% |
| Participant deferral / active EE | $3,641 | $8,216-55.7% | $7,897-53.9% | $6,407-43.2% |
| Admin fee / account holder | $1,436 | $14,344-90.0% | $13,129-89.1% | $12,270-88.3% |