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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 | $65,719 | $201,344-67.4% | $184,243-64.3% | $145,877-54.9% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.3pp | 80.3%-1.7pp |
| Annual return | 14.18% | 29.01%-14.8pp | 28.82%-14.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,005 | $7,022-85.7% | $6,427-84.4% | $4,663-78.4% |
| Participant deferral / active EE | $7,642 | $9,807-22.1% | $9,132-16.3% | $6,691+14.2% |
| Admin fee / account holder | $4,876 | $16,382-70.2% | $13,914-65.0% | $13,402-63.6% |