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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 | $90,482 | $124,346-27.2% | $111,308-18.7% | $167,536-46.0% |
| Participation rate | 70.8% | 79.6%-8.8pp | 77.3%-6.5pp | 82.1%-11.3pp |
| Annual return | 15.26% | 37.45%-22.2pp | 54.67%-39.4pp | 478.82%-463.6pp |
| Employer contribution / active EE | $459 | $3,437-86.6% | $2,732-83.2% | $4,839-90.5% |
| Participant deferral / active EE | $4,282 | $5,182-17.4% | $4,487-4.6% | $6,342-32.5% |
| Admin fee / account holder | $2,066 | $10,621-80.5% | $7,965-74.1% | $12,315-83.2% |