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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 | $73,290 | $127,387-42.5% | $115,038-36.3% | $125,389-41.5% |
| Participation rate | 73.7% | 84.2%-10.5pp | 81.4%-7.7pp | 83.2%-9.5pp |
| Annual return | -1.82% | 31.28%-33.1pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $55 | $5,166-98.9% | $4,608-98.8% | $4,866-98.9% |
| Participant deferral / active EE | $7,248 | $6,423+12.9% | $6,026+20.3% | $5,352+35.4% |
| Admin fee / account holder | $2,145 | $9,516-77.5% | $8,175-73.8% | $9,541-77.5% |