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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 | $67,820 | $106,267-36.2% | $96,520-29.7% | $139,456-51.4% |
| Participation rate | 72.2% | 77.8%-5.6pp | 74.3%-2.1pp | 80.3%-8.1pp |
| Annual return | 18.74% | 38.45%-19.7pp | 35.72%-17.0pp | 373.45%-354.7pp |
| Employer contribution / active EE | $767 | $4,105-81.3% | $3,739-79.5% | $4,753-83.9% |
| Participant deferral / active EE | $3,081 | $5,454-43.5% | $4,879-36.9% | $6,711-54.1% |
| Admin fee / account holder | $2,601 | $7,882-67.0% | $6,733-61.4% | $11,407-77.2% |