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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 | $28,157 | $157,304-82.1% | $141,197-80.1% | $152,909-81.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 29.11% | 64.34%-35.2pp | 71.41%-42.3pp | 345.46%-316.4pp |
| Employer contribution / active EE | $673 | $5,263-87.2% | $4,736-85.8% | $4,764-85.9% |
| Participant deferral / active EE | $3,883 | $7,111-45.4% | $6,710-42.1% | $5,851-33.6% |
| Admin fee / account holder | $1,208 | $12,126-90.0% | $10,265-88.2% | $11,601-89.6% |