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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 | $22,966 | $178,174-87.1% | $156,181-85.3% | $137,256-83.3% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.8%+12.5pp | 80.0%+11.3pp |
| Annual return | 20.56% | 84.19%-63.6pp | 64.87%-44.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $925 | $4,972-81.4% | $4,294-78.5% | $4,156-77.7% |
| Participant deferral / active EE | $2,473 | $6,888-64.1% | $6,132-59.7% | $6,407-61.4% |
| Admin fee / account holder | $668 | $17,404-96.2% | $14,586-95.4% | $12,270-94.6% |