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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 | $155,555-87.6% | $146,866-86.8% | $155,188-87.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 14.49% | 115.41%-100.9pp | 102.85%-88.4pp | 148.84%-134.3pp |
| Employer contribution / active EE | $563 | $4,647-87.9% | $4,425-87.3% | $4,248-86.7% |
| Participant deferral / active EE | $2,971 | $8,044-63.1% | $7,759-61.7% | $6,531-54.5% |
| Admin fee / account holder | $360 | $14,755-97.6% | $13,620-97.4% | $14,480-97.5% |