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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 | $36,323 | $111,535-67.4% | $105,223-65.5% | $137,256-73.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 16.63% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $525 | $3,939-86.7% | $3,689-85.8% | $4,156-87.4% |
| Participant deferral / active EE | $2,600 | $5,500-52.7% | $5,072-48.7% | $6,407-59.4% |
| Admin fee / account holder | $361 | $9,721-96.3% | $8,859-95.9% | $12,270-97.1% |