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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 | $80,712 | $156,398-48.4% | $147,318-45.2% | $138,895-41.9% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 17.23% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $423 | $4,853-91.3% | $4,593-90.8% | $4,194-89.9% |
| Participant deferral / active EE | $7,326 | $8,237-11.1% | $7,906-7.3% | $6,396+14.5% |
| Admin fee / account holder | $1,026 | $14,976-93.2% | $13,708-92.5% | $12,562-91.8% |