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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 | $38,586 | $174,379-77.9% | $152,093-74.6% | $138,895-72.2% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 15.92% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $586 | $4,652-87.4% | $4,175-86.0% | $4,194-86.0% |
| Participant deferral / active EE | $1,740 | $6,159-71.7% | $5,451-68.1% | $6,396-72.8% |
| Admin fee / account holder | $2,511 | $16,880-85.1% | $14,497-82.7% | $12,562-80.0% |