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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 | $70,571 | $93,346-24.4% | $71,796-1.7% | $273,972-74.2% |
| Participation rate | 73.3% | 76.5%-3.2pp | 69.1%+4.2pp | 83.0%-9.7pp |
| Annual return | 7.26% | 130.39%-123.1pp | 78.04%-70.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $248 | $2,733-90.9% | $1,924-87.1% | $4,869-94.9% |
| Participant deferral / active EE | $1,258 | $3,475-63.8% | $2,794-55.0% | $5,287-76.2% |
| Admin fee / account holder | $7,822 | $6,571+19.0% | $4,815+62.5% | $10,133-22.8% |