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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 | $11,709 | $114,119-89.7% | $107,187-89.1% | $138,895-91.6% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 25.99% | 273.21%-247.2pp | 204.55%-178.6pp | 145.39%-119.4pp |
| Employer contribution / active EE | $848 | $4,059-79.1% | $3,782-77.6% | $4,194-79.8% |
| Participant deferral / active EE | $2,260 | $5,538-59.2% | $5,096-55.7% | $6,396-64.7% |
| Admin fee / account holder | $1,000 | $10,024-90.0% | $9,162-89.1% | $12,562-92.0% |