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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 | $62,470 | $116,190-46.2% | $93,614-33.3% | $152,885-59.1% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.5%-11.0pp |
| Annual return | 29.36% | 35.96%-6.6pp | 32.76%-3.4pp | 345.39%-316.0pp |
| Employer contribution / active EE | $362 | $3,219-88.7% | $2,718-86.7% | $4,763-92.4% |
| Participant deferral / active EE | $2,644 | $4,604-42.6% | $4,069-35.0% | $5,851-54.8% |
| Admin fee / account holder | $373 | $10,749-96.5% | $7,889-95.3% | $11,598-96.8% |