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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 | $111,616 | $106,267+5.0% | $96,520+15.6% | $139,456-20.0% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 17.38% | 38.45%-21.1pp | 35.72%-18.3pp | 373.45%-356.1pp |
| Employer contribution / active EE | $352 | $4,105-91.4% | $3,739-90.6% | $4,753-92.6% |
| Participant deferral / active EE | $2,678 | $5,454-50.9% | $4,879-45.1% | $6,711-60.1% |
| Admin fee / account holder | $1,009 | $7,882-87.2% | $6,733-85.0% | $11,407-91.2% |