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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 | $64,051 | $201,344-68.2% | $184,243-65.2% | $145,877-56.1% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 12.57% | 29.01%-16.4pp | 28.82%-16.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $817 | $7,022-88.4% | $6,427-87.3% | $4,663-82.5% |
| Participant deferral / active EE | $3,424 | $9,807-65.1% | $9,132-62.5% | $6,691-48.8% |
| Admin fee / account holder | $325 | $16,382-98.0% | $13,914-97.7% | $13,402-97.6% |