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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 | $68,771 | $152,612-54.9% | $125,192-45.1% | $152,897-55.0% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 20.75% | 54.85%-34.1pp | 43.79%-23.0pp | 345.43%-324.7pp |
| Employer contribution / active EE | $412 | $4,947-91.7% | $3,866-89.3% | $4,764-91.4% |
| Participant deferral / active EE | $4,693 | $5,868-20.0% | $4,937-5.0% | $5,851-19.8% |
| Admin fee / account holder | $4,661 | $13,437-65.3% | $9,704-52.0% | $11,599-59.8% |