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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 | $36,914 | $184,014-79.9% | $161,149-77.1% | $138,895-73.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 16.74% | 21.52%-4.8pp | 21.16%-4.4pp | 145.39%-128.7pp |
| Employer contribution / active EE | $33 | $5,055-99.3% | $4,360-99.2% | $4,194-99.2% |
| Participant deferral / active EE | $4,446 | $6,909-35.7% | $6,153-27.7% | $6,396-30.5% |
| Admin fee / account holder | $1,920 | $18,027-89.3% | $15,194-87.4% | $12,562-84.7% |