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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 | $79,962 | $115,225-30.6% | $100,712-20.6% | $138,895-42.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 15.59% | 40.35%-24.8pp | 33.27%-17.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $178 | $2,771-93.6% | $2,313-92.3% | $4,194-95.8% |
| Participant deferral / active EE | $4,715 | $4,699+0.3% | $4,085+15.4% | $6,396-26.3% |
| Admin fee / account holder | $506 | $10,844-95.3% | $9,256-94.5% | $12,562-96.0% |