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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 | $61,726 | $114,119-45.9% | $107,187-42.4% | $138,895-55.6% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 79.9%+4.7pp |
| Annual return | 16.49% | 273.21%-256.7pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $390 | $4,059-90.4% | $3,782-89.7% | $4,194-90.7% |
| Participant deferral / active EE | $2,865 | $5,538-48.3% | $5,096-43.8% | $6,396-55.2% |
| Admin fee / account holder | $4,273 | $10,024-57.4% | $9,162-53.4% | $12,562-66.0% |