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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 | $101,820 | $217,432-53.2% | $185,851-45.2% | $167,553-39.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.42% | 148.43%-139.0pp | 122.11%-112.7pp | 478.89%-469.5pp |
| Employer contribution / active EE | $703 | $5,874-88.0% | $5,168-86.4% | $4,840-85.5% |
| Participant deferral / active EE | $2,970 | $6,357-53.3% | $5,569-46.7% | $6,343-53.2% |
| Admin fee / account holder | $2,081 | $19,820-89.5% | $16,245-87.2% | $12,316-83.1% |