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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 | $74,107 | $124,346-40.4% | $111,308-33.4% | $167,536-55.8% |
| Participation rate | 70.6% | 79.6%-9.0pp | 77.3%-6.7pp | 82.1%-11.5pp |
| Annual return | 13.91% | 37.45%-23.5pp | 54.67%-40.8pp | 478.82%-464.9pp |
| Employer contribution / active EE | $507 | $3,437-85.3% | $2,732-81.4% | $4,839-89.5% |
| Participant deferral / active EE | $6,260 | $5,182+20.8% | $4,487+39.5% | $6,342-1.3% |
| Admin fee / account holder | $1,127 | $10,621-89.4% | $7,965-85.9% | $12,315-90.8% |