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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 | $154,228-87.5% | $145,433-86.7% | $137,256-85.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 14.49% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $563 | $4,804-88.3% | $4,554-87.6% | $4,156-86.4% |
| Participant deferral / active EE | $2,971 | $8,216-63.8% | $7,897-62.4% | $6,407-53.6% |
| Admin fee / account holder | $360 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |