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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 | $71,579 | $109,359-34.5% | $162,171-55.9% | $72,983-1.9% |
| Participation rate | 76.0% | 84.3%-8.3pp | 87.6%-11.6pp | 69.5%+6.5pp |
| Annual return | 23.03% | 25.46%-2.4pp | 115.60%-92.6pp | 81.01%-58.0pp |
| Employer contribution / active EE | $797 | $3,907-79.6% | $5,613-85.8% | $2,440-67.3% |
| Participant deferral / active EE | $12,100 | $5,481+120.8% | $7,297+65.8% | $3,608+235.4% |
| Admin fee / account holder | $5,914 | $7,972-25.8% | $10,843-45.5% | $5,124+15.4% |