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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 | $50,814 | $209,336-75.7% | $197,124-74.2% | $137,256-63.0% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 18.86% | 48.09%-29.2pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $734 | $6,591-88.9% | $6,227-88.2% | $4,156-82.3% |
| Participant deferral / active EE | $4,099 | $9,614-57.4% | $9,135-55.1% | $6,407-36.0% |
| Admin fee / account holder | $5,576 | $17,308-67.8% | $16,298-65.8% | $12,270-54.6% |