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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 | $141,901 | $116,190+22.1% | $93,614+51.6% | $152,885-7.2% |
| Participation rate | 76.5% | 78.0%-1.6pp | 75.8%+0.6pp | 82.5%-6.0pp |
| Annual return | 22.07% | 35.96%-13.9pp | 32.76%-10.7pp | 345.39%-323.3pp |
| Employer contribution / active EE | $227 | $3,219-92.9% | $2,718-91.6% | $4,763-95.2% |
| Participant deferral / active EE | $2,593 | $4,604-43.7% | $4,069-36.3% | $5,851-55.7% |
| Admin fee / account holder | $2,476 | $10,749-77.0% | $7,889-68.6% | $11,598-78.7% |