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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 | $18,939 | $174,379-89.1% | $152,093-87.5% | $138,895-86.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 22.92% | 74.86%-51.9pp | 66.36%-43.4pp | 145.39%-122.5pp |
| Employer contribution / active EE | $660 | $4,652-85.8% | $4,175-84.2% | $4,194-84.3% |
| Participant deferral / active EE | $4,911 | $6,159-20.3% | $5,451-9.9% | $6,396-23.2% |
| Admin fee / account holder | $4,396 | $16,880-74.0% | $14,497-69.7% | $12,562-65.0% |