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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 | $40,876 | $165,361-75.3% | $149,715-72.7% | $158,950-74.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 21.26% | 348.24%-327.0pp | 276.66%-255.4pp | 302.91%-281.6pp |
| Employer contribution / active EE | $232 | $5,103-95.4% | $4,645-95.0% | $4,762-95.1% |
| Participant deferral / active EE | $4,370 | $7,182-39.2% | $6,842-36.1% | $5,983-27.0% |
| Admin fee / account holder | $4,397 | $10,808-59.3% | $9,310-52.8% | $11,248-60.9% |