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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 | $39,053 | $89,259-56.2% | $107,187-63.6% | $82,637-52.7% |
| Participation rate | 98.1% | 67.9%+30.2pp | 75.0%+23.1pp | 68.1%+30.1pp |
| Annual return | 13.06% | 21.02%-8.0pp | 204.55%-191.5pp | 53.51%-40.4pp |
| Employer contribution / active EE | $594 | $3,080-80.7% | $3,782-84.3% | $2,552-76.7% |
| Participant deferral / active EE | $4,792 | $4,037+18.7% | $5,096-6.0% | $4,126+16.1% |
| Admin fee / account holder | $961 | $7,381-87.0% | $9,162-89.5% | $7,339-86.9% |