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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 | $66,272 | $104,251-36.4% | $91,004-27.2% | $147,586-55.1% |
| Participation rate | 81.3% | 78.2%+3.0pp | 75.6%+5.6pp | 82.8%-1.6pp |
| Annual return | 22.37% | 27.06%-4.7pp | 4.60%+17.8pp | 578.59%-556.2pp |
| Employer contribution / active EE | $365 | $3,116-88.3% | $2,456-85.1% | $4,876-92.5% |
| Participant deferral / active EE | $2,436 | $4,195-41.9% | $3,548-31.3% | $5,439-55.2% |
| Admin fee / account holder | $1,003 | $8,948-88.8% | $5,417-81.5% | $10,886-90.8% |