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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 | $32,214 | $172,111-81.3% | $150,298-78.6% | $137,256-76.5% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 41.97% | 69.37%-27.4pp | 62.79%-20.8pp | 220.34%-178.4pp |
| Employer contribution / active EE | $757 | $4,636-83.7% | $4,154-81.8% | $4,156-81.8% |
| Participant deferral / active EE | $4,739 | $6,166-23.1% | $5,453-13.1% | $6,407-26.0% |
| Admin fee / account holder | $427 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |