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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 | $19,326 | $162,136-88.1% | $152,301-87.3% | $154,746-87.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 14.49% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $563 | $4,890-88.5% | $4,624-87.8% | $4,379-87.1% |
| Participant deferral / active EE | $2,971 | $8,341-64.4% | $8,004-62.9% | $6,730-55.9% |
| Admin fee / account holder | $360 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |