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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 | $69,885 | $124,425-43.8% | $112,040-37.6% | $137,256-49.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 14.61% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $520 | $3,411-84.8% | $2,954-82.4% | $4,156-87.5% |
| Participant deferral / active EE | $2,352 | $5,718-58.9% | $5,098-53.9% | $6,407-63.3% |
| Admin fee / account holder | $441 | $15,207-97.1% | $12,098-96.4% | $12,270-96.4% |