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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 | $60,141 | $117,846-49.0% | $102,434-41.3% | $145,884-58.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.50% | 31.90%-20.4pp | 29.46%-18.0pp | 551.85%-540.3pp |
| Employer contribution / active EE | $742 | $3,615-79.5% | $3,023-75.5% | $4,662-84.1% |
| Participant deferral / active EE | $4,163 | $5,733-27.4% | $5,055-17.6% | $6,690-37.8% |
| Admin fee / account holder | $7,080 | $13,356-47.0% | $9,462-25.2% | $13,392-47.1% |