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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 | $73,480 | $104,694-29.8% | $85,709-14.3% | $167,536-56.1% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 17.67% | 21.45%-3.8pp | 21.49%-3.8pp | 478.82%-461.1pp |
| Employer contribution / active EE | $354 | $3,337-89.4% | $2,619-86.5% | $4,839-92.7% |
| Participant deferral / active EE | $2,518 | $4,826-47.8% | $3,924-35.8% | $6,342-60.3% |
| Admin fee / account holder | $3,158 | $10,035-68.5% | $6,876-54.1% | $12,315-74.4% |