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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 | $104,260 | $116,203-10.3% | $93,621+11.4% | $152,909-31.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 25.49% | 35.96%-10.5pp | 32.76%-7.3pp | 345.46%-320.0pp |
| Employer contribution / active EE | $517 | $3,219-83.9% | $2,719-81.0% | $4,764-89.2% |
| Participant deferral / active EE | $3,272 | $4,605-28.9% | $4,070-19.6% | $5,851-44.1% |
| Admin fee / account holder | $4,770 | $10,751-55.6% | $7,890-39.5% | $11,601-58.9% |