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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 | $185,312-86.1% | $161,489-84.0% | $154,746-83.3% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 19.17% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $334 | $4,769-93.0% | $4,268-92.2% | $4,379-92.4% |
| Participant deferral / active EE | $4,303 | $6,350-32.2% | $5,630-23.6% | $6,730-36.1% |
| Admin fee / account holder | $2,128 | $18,654-88.6% | $16,006-86.7% | $14,365-85.2% |