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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 | $19,517 | $174,379-88.8% | $152,093-87.2% | $138,895-85.9% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 18.14% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $3 | $4,652-99.9% | $4,175-99.9% | $4,194-99.9% |
| Participant deferral / active EE | $6,309 | $6,159+2.4% | $5,451+15.7% | $6,396-1.4% |
| Admin fee / account holder | $894 | $16,880-94.7% | $14,497-93.8% | $12,562-92.9% |