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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 | $67,929 | $89,367-24.0% | $141,191-51.9% | $72,975-6.9% |
| Participation rate | 71.7% | 75.1%-3.5pp | 82.5%-10.8pp | 69.5%+2.2pp |
| Annual return | 19.80% | 111.87%-92.1pp | 71.41%-51.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $301 | $3,115-90.3% | $4,736-93.6% | $2,440-87.7% |
| Participant deferral / active EE | $4,122 | $5,419-23.9% | $6,710-38.6% | $3,608+14.3% |
| Admin fee / account holder | $2,182 | $5,957-63.4% | $10,264-78.7% | $5,124-57.4% |