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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 | $30,629 | $181,062-83.1% | $158,223-80.6% | $155,188-80.3% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 13.41% | 57.39%-44.0pp | 52.09%-38.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $652 | $4,565-85.7% | $4,109-84.1% | $4,248-84.7% |
| Participant deferral / active EE | $3,186 | $6,134-48.1% | $5,467-41.7% | $6,531-51.2% |
| Admin fee / account holder | $459 | $18,825-97.6% | $16,047-97.1% | $14,480-96.8% |