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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 | $13,265 | $174,379-92.4% | $152,093-91.3% | $138,895-90.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 21.07% | 74.86%-53.8pp | 66.36%-45.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $447 | $4,652-90.4% | $4,175-89.3% | $4,194-89.3% |
| Participant deferral / active EE | $3,648 | $6,159-40.8% | $5,451-33.1% | $6,396-43.0% |
| Admin fee / account holder | $674 | $16,880-96.0% | $14,497-95.4% | $12,562-94.6% |