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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 | $54,056 | $185,883-70.9% | $170,043-68.2% | $139,466-61.2% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 16.44% | 60.54%-44.1pp | 53.40%-37.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $750 | $7,596-90.1% | $6,790-89.0% | $4,754-84.2% |
| Participant deferral / active EE | $3,435 | $11,626-70.5% | $10,410-67.0% | $6,712-48.8% |
| Admin fee / account holder | $1,055 | $15,393-93.1% | $12,824-91.8% | $11,409-90.8% |