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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 | $44,227 | $162,136-72.7% | $152,301-71.0% | $154,746-71.4% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 19.08% | 91.02%-71.9pp | 80.50%-61.4pp | 172.34%-153.3pp |
| Employer contribution / active EE | $627 | $4,890-87.2% | $4,624-86.4% | $4,379-85.7% |
| Participant deferral / active EE | $3,630 | $8,341-56.5% | $8,004-54.7% | $6,730-46.1% |
| Admin fee / account holder | $942 | $15,759-94.0% | $14,398-93.5% | $14,365-93.4% |