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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 | $45,668 | $172,111-73.5% | $150,298-69.6% | $137,256-66.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.62% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $821 | $4,636-82.3% | $4,154-80.2% | $4,156-80.2% |
| Participant deferral / active EE | $3,984 | $6,166-35.4% | $5,453-26.9% | $6,407-37.8% |
| Admin fee / account holder | $354 | $16,471-97.9% | $14,116-97.5% | $12,270-97.1% |