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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 | $16,103 | $172,111-90.6% | $150,298-89.3% | $137,256-88.3% |
| Participation rate | 78.3% | 81.7%-3.5pp | 77.8%+0.5pp | 80.0%-1.7pp |
| Annual return | 19.36% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $171 | $4,636-96.3% | $4,154-95.9% | $4,156-95.9% |
| Participant deferral / active EE | $3,648 | $6,166-40.8% | $5,453-33.1% | $6,407-43.1% |
| Admin fee / account holder | $2,430 | $16,471-85.2% | $14,116-82.8% | $12,270-80.2% |