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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 | $104,074 | $197,637-47.3% | $177,848-41.5% | $158,982-34.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.56% | 58.77%-44.2pp | 48.33%-33.8pp | 302.99%-288.4pp |
| Employer contribution / active EE | $615 | $6,698-90.8% | $5,919-89.6% | $4,763-87.1% |
| Participant deferral / active EE | $9,956 | $8,405+18.5% | $7,714+29.1% | $5,983+66.4% |
| Admin fee / account holder | $1,384 | $15,406-91.0% | $12,431-88.9% | $11,252-87.7% |