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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 | $67,513 | $201,372-66.5% | $184,260-63.4% | $145,884-53.7% |
| Participation rate | 78.3% | 87.5%-9.2pp | 86.8%-8.6pp | 80.3%-2.0pp |
| Annual return | 18.53% | 29.04%-10.5pp | 28.84%-10.3pp | 551.85%-533.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,178 | $9,808+24.2% | $9,133+33.3% | $6,690+82.0% |
| Admin fee / account holder | $6,022 | $16,362-63.2% | $13,898-56.7% | $13,392-55.0% |