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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 | $27,477 | $123,000-77.7% | $105,582-74.0% | $198,609-86.2% |
| Participation rate | 70.0% | 76.8%-6.8pp | 71.8%-1.8pp | 82.4%-12.4pp |
| Annual return | 11.71% | 18.31%-6.6pp | 18.61%-6.9pp | 202.70%-191.0pp |
| Employer contribution / active EE | $561 | $3,582-84.3% | $2,984-81.2% | $5,055-88.9% |
| Participant deferral / active EE | $2,591 | $5,013-48.3% | $4,353-40.5% | $6,977-62.9% |
| Admin fee / account holder | $9,448 | $16,254-41.9% | $12,856-26.5% | $19,030-50.4% |