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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 | $174,379-73.8% | $152,093-70.0% | $138,895-67.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.62% | 74.86%-62.2pp | 66.36%-53.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $821 | $4,652-82.3% | $4,175-80.3% | $4,194-80.4% |
| Participant deferral / active EE | $3,984 | $6,159-35.3% | $5,451-26.9% | $6,396-37.7% |
| Admin fee / account holder | $354 | $16,880-97.9% | $14,497-97.6% | $12,562-97.2% |