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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 | $25,533 | $134,817-81.1% | $123,973-79.4% | $155,188-83.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 13.30% | 515.49%-502.2pp | 388.13%-374.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $714 | $4,425-83.9% | $4,126-82.7% | $4,248-83.2% |
| Participant deferral / active EE | $4,813 | $5,706-15.7% | $5,247-8.3% | $6,531-26.3% |
| Admin fee / account holder | $651 | $13,245-95.1% | $11,799-94.5% | $14,480-95.5% |