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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 | $35,821 | $124,425-71.2% | $112,040-68.0% | $137,256-73.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.52% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $647 | $3,411-81.0% | $2,954-78.1% | $4,156-84.4% |
| Participant deferral / active EE | $7,070 | $5,718+23.6% | $5,098+38.7% | $6,407+10.4% |
| Admin fee / account holder | $557 | $15,207-96.3% | $12,098-95.4% | $12,270-95.5% |