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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 | $64,468 | $201,344-68.0% | $184,243-65.0% | $145,877-55.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.17% | 29.01%-14.8pp | 28.82%-14.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,200 | $7,022-82.9% | $6,427-81.3% | $4,663-74.3% |
| Participant deferral / active EE | $6,071 | $9,807-38.1% | $9,132-33.5% | $6,691-9.3% |
| Admin fee / account holder | $14,804 | $16,382-9.6% | $13,914+6.4% | $13,402+10.5% |