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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 | $25,848 | $172,111-85.0% | $150,298-82.8% | $137,256-81.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 19.17% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $334 | $4,636-92.8% | $4,154-92.0% | $4,156-92.0% |
| Participant deferral / active EE | $4,303 | $6,166-30.2% | $5,453-21.1% | $6,407-32.8% |
| Admin fee / account holder | $2,128 | $16,471-87.1% | $14,116-84.9% | $12,270-82.7% |