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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 | $14,917 | $174,379-91.4% | $152,093-90.2% | $138,895-89.3% |
| Participation rate | 78.9% | 81.6%-2.7pp | 77.8%+1.2pp | 79.9%-1.0pp |
| Annual return | 20.18% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $698 | $4,652-85.0% | $4,175-83.3% | $4,194-83.3% |
| Participant deferral / active EE | $2,386 | $6,159-61.3% | $5,451-56.2% | $6,396-62.7% |
| Admin fee / account holder | $1,176 | $16,880-93.0% | $14,497-91.9% | $12,562-90.6% |