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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 | $183,627-57.2% | $155,602-49.5% | $145,978-46.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.43% | 61.32%-42.9pp | 64.81%-46.4pp | 550.52%-532.1pp |
| Employer contribution / active EE | $987 | $5,316-81.4% | $4,675-78.9% | $4,662-78.8% |
| Participant deferral / active EE | $2,562 | $6,466-60.4% | $5,629-54.5% | $6,690-61.7% |
| Admin fee / account holder | $926 | $19,327-95.2% | $15,923-94.2% | $13,400-93.1% |