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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 | $47,958 | $89,259-46.3% | $107,187-55.3% | $82,637-42.0% |
| Participation rate | 78.0% | 67.9%+10.1pp | 75.0%+3.0pp | 68.1%+9.9pp |
| Annual return | 14.51% | 21.02%-6.5pp | 204.55%-190.0pp | 53.51%-39.0pp |
| Employer contribution / active EE | $472 | $3,080-84.7% | $3,782-87.5% | $2,552-81.5% |
| Participant deferral / active EE | $2,473 | $4,037-38.7% | $5,096-51.5% | $4,126-40.1% |
| Admin fee / account holder | $3,815 | $7,381-48.3% | $9,162-58.4% | $7,339-48.0% |