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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 | $49,678 | $117,846-57.8% | $102,434-51.5% | $145,884-65.9% |
| Participation rate | 86.7% | 78.6%+8.0pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 11.05% | 31.90%-20.8pp | 29.46%-18.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $488 | $3,615-86.5% | $3,023-83.9% | $4,662-89.5% |
| Participant deferral / active EE | $3,089 | $5,733-46.1% | $5,055-38.9% | $6,690-53.8% |
| Admin fee / account holder | $1,564 | $13,356-88.3% | $9,462-83.5% | $13,392-88.3% |