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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 | $112,865 | $117,829-4.2% | $102,423+10.2% | $145,877-22.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.19% | 31.83%-17.6pp | 29.42%-15.2pp | 551.28%-537.1pp |
| Employer contribution / active EE | $25 | $3,615-99.3% | $3,023-99.2% | $4,663-99.5% |
| Participant deferral / active EE | $11,115 | $5,732+93.9% | $5,054+119.9% | $6,691+66.1% |
| Admin fee / account holder | $2,516 | $13,335-81.1% | $9,455-73.4% | $13,402-81.2% |