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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 | $174,379-82.4% | $152,093-79.9% | $138,895-77.9% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 13.41% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $652 | $4,652-86.0% | $4,175-84.4% | $4,194-84.5% |
| Participant deferral / active EE | $3,186 | $6,159-48.3% | $5,451-41.6% | $6,396-50.2% |
| Admin fee / account holder | $459 | $16,880-97.3% | $14,497-96.8% | $12,562-96.3% |