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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 | $26,794 | $174,379-84.6% | $152,093-82.4% | $138,895-80.7% |
| Participation rate | 82.6% | 81.6%+1.0pp | 77.8%+4.8pp | 79.9%+2.7pp |
| Annual return | 17.81% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $541 | $4,652-88.4% | $4,175-87.1% | $4,194-87.1% |
| Participant deferral / active EE | $2,324 | $6,159-62.3% | $5,451-57.4% | $6,396-63.7% |
| Admin fee / account holder | $2,017 | $16,880-88.0% | $14,497-86.1% | $12,562-83.9% |