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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 | $83,028 | $211,288-60.7% | $178,540-53.5% | $145,884-43.1% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 9.09% | 30.27%-21.2pp | 27.15%-18.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $431 | $4,574-90.6% | $3,953-89.1% | $4,662-90.8% |
| Participant deferral / active EE | $2,078 | $6,967-70.2% | $6,281-66.9% | $6,690-68.9% |
| Admin fee / account holder | $27,344 | $12,105+125.9% | $10,424+162.3% | $13,392+104.2% |