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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 | $181,062-82.2% | $158,223-79.6% | $155,188-79.2% |
| Participation rate | 70.0% | 82.7%-12.7pp | 79.2%-9.2pp | 80.8%-10.8pp |
| Annual return | 41.97% | 57.39%-15.4pp | 52.09%-10.1pp | 148.84%-106.9pp |
| Employer contribution / active EE | $757 | $4,565-83.4% | $4,109-81.6% | $4,248-82.2% |
| Participant deferral / active EE | $4,739 | $6,134-22.8% | $5,467-13.3% | $6,531-27.4% |
| Admin fee / account holder | $427 | $18,825-97.7% | $16,047-97.3% | $14,480-97.0% |