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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 | $67,599 | $117,846-42.6% | $102,434-34.0% | $145,884-53.7% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 11.63% | 31.90%-20.3pp | 29.46%-17.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $586 | $3,615-83.8% | $3,023-80.6% | $4,662-87.4% |
| Participant deferral / active EE | $5,497 | $5,733-4.1% | $5,055+8.7% | $6,690-17.8% |
| Admin fee / account holder | $1,411 | $13,356-89.4% | $9,462-85.1% | $13,392-89.5% |