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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 | $117,895-4.3% | $102,460+10.2% | $145,897-22.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.19% | 31.92%-17.7pp | 29.47%-15.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $25 | $3,619-99.3% | $3,025-99.2% | $4,663-99.5% |
| Participant deferral / active EE | $11,115 | $5,736+93.8% | $5,056+119.8% | $6,689+66.2% |
| Admin fee / account holder | $2,516 | $13,353-81.2% | $9,460-73.4% | $13,390-81.2% |