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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 | $78,613 | $183,592-57.2% | $155,574-49.5% | $145,877-46.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.43% | 61.37%-42.9pp | 64.87%-46.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $987 | $5,317-81.4% | $4,676-78.9% | $4,663-78.8% |
| Participant deferral / active EE | $2,562 | $6,466-60.4% | $5,629-54.5% | $6,691-61.7% |
| Admin fee / account holder | $926 | $19,316-95.2% | $15,914-94.2% | $13,402-93.1% |