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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 | $54,312 | $199,109-72.7% | $173,730-68.7% | $154,746-64.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.44% | 20.02%-6.6pp | 19.96%-6.5pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,078 | $5,311-79.7% | $4,577-76.4% | $4,379-75.4% |
| Participant deferral / active EE | $3,104 | $7,113-56.4% | $6,326-50.9% | $6,730-53.9% |
| Admin fee / account holder | $933 | $20,916-95.5% | $17,523-94.7% | $14,365-93.5% |