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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 | $47,733 | $124,425-61.6% | $112,040-57.4% | $137,256-65.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.74% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $736 | $3,411-78.4% | $2,954-75.1% | $4,156-82.3% |
| Participant deferral / active EE | $3,017 | $5,718-47.2% | $5,098-40.8% | $6,407-52.9% |
| Admin fee / account holder | $1,315 | $15,207-91.4% | $12,098-89.1% | $12,270-89.3% |