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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 | $56,620 | $157,276-64.0% | $141,177-59.9% | $152,885-63.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 20.57% | 64.33%-43.8pp | 71.40%-50.8pp | 345.39%-324.8pp |
| Employer contribution / active EE | $505 | $5,262-90.4% | $4,736-89.3% | $4,763-89.4% |
| Participant deferral / active EE | $3,657 | $7,110-48.6% | $6,710-45.5% | $5,851-37.5% |
| Admin fee / account holder | $6,833 | $12,123-43.6% | $10,263-33.4% | $11,598-41.1% |