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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 | $104,184 | $196,972-47.1% | $182,262-42.8% | $198,609-47.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.70% | 158.27%-140.6pp | 140.60%-122.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $983 | $5,364-81.7% | $5,046-80.5% | $5,055-80.6% |
| Participant deferral / active EE | $6,093 | $8,643-29.5% | $8,276-26.4% | $6,977-12.7% |
| Admin fee / account holder | $2,014 | $18,429-89.1% | $16,712-88.0% | $19,030-89.4% |