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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 | $76,150 | $123,000-38.1% | $105,582-27.9% | $198,609-61.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 11.99% | 18.31%-6.3pp | 18.61%-6.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $616 | $3,582-82.8% | $2,984-79.4% | $5,055-87.8% |
| Participant deferral / active EE | $3,709 | $5,013-26.0% | $4,353-14.8% | $6,977-46.8% |
| Admin fee / account holder | $10,182 | $16,254-37.4% | $12,856-20.8% | $19,030-46.5% |